Diversified Income Portfolio

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Our Diversified Income Portfolio is a multi-asset class combination of income-producing securities.  The portfolio includes high dividend paying stocks, real estate investment trusts, preferred stocks, master limited partnerships, and fixed income.  We believe this hybrid, diversified approach provides an optimal balance between a dependable income stream and risk management.  The primary objective in selecting securities is the sustainability of the income, with a secondary focus on the ability of this income to increase over time.

Investment Management

(as of 6/30/20)