Income Portfolios
"Investments chosen for Income, Stability, Preservation and/or Growth"
Are the Bonds you own really Safe?
For many years, we've seen countless numbers of investors chasing higher yields from their income investments. The Wall Street Brokerages and the Banking industry have fed their appetites with higher yielding money-market funds, bond funds, hedge funds, sub-prime, ect...
The "Herd" has seemingly led investors down a path that has led to where we are today... A condition that may affect the liquidtity of banks, individuals, corporations, cities, funds, and brokerages the world over.
Hidden Value Investment Managers will evaluate your current income investments for quality, safety, and risk. Our two favored income portfolios are featured below.
Tax Advantaged Income:
Taxable Income:
(For Investors in higher tax brackets who are investing outside of tax-deferred retirement accounts).
The objective here is to provide a high level of total after-tax return, including attractive tax-advantaged income. HVIM managers seek to achieve its objective by investing in a pool of assets that generate income that is either exempt from regular federal income tax* or taxed at favorable rates. Selections focus on the potential for capital preservation through exposure to higher credit quality instruments. Most of the total assets are in municipal securities, however, some exposures to common and preferred equities will be allowed if conditions are seen as favorable by Hidden Value managers.
(For Investors, often in retirement, seeking higher income potential without the need for tax exemption*).
With an objective of providing a steady income stream, HVIM managers invest in assets that generate income while also offering the potential for capital preservation through exposure to higher credit quality instruments. Most of the total assets are invested in corporate and government agency bonds, however, exposures to dividend-paying common stocks, REIT's and preferred equities will be allowed if conditions are seen as favorable by Hidden Value managers.
Hidden Value Investment Management- (Copyright 2008-09) / 18 Augusta Pines Drive / Suite 221W / Spring, TX 77389 / 281-516-3870
Securities offered through NEXT Financial Group, Inc / Member FINRA/SIPC / H.V.I.M. is not an affiliate of NEXT Financial Group, Inc.
(* Tax/Legal Disclaimer: This website intends to offer general information on the subjects discussed and should not be regarded as a complete analysis of these subjects. Any Tax or Legal information in this piece is merely a summary of our understanding and interpretation of current laws and regulations and is not exhaustive. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation.)