High Income

Can be accessed either through an SMA or private fund. Large-cap based fund, aims for a distributed dividend yield of 7%. No sector restrictions. Rebalances around dividend cycles.

Download The High Income Offering Memo, strategy presentation and fact sheet below

High Income Slide Deck - Click To Download
High Income Factsheet - Click To Download

“By inputting your contact information here you certify you are an accredited investor under Rule 501 of Regulation D. To be an accredited investor, a person must have an annual income exceeding $200,000, or $300,000 for joint income, for the last two years with expectation of earning the same or higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual’s income and the next two years of joint income with a spouse. The exception to this rule is when a person is married within the period of conducting a test.  A person is also considered an accredited investor if they have net worth exceeding $1 million, either individually or jointly with his spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, director or a related combination thereof for the issuer of unregistered securities.”

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