The Windham Retirement Income Portfolio
The Windham Retirement Income Portfolio is comprised of income-producing assets that dynamically adapts to changing market conditions for investors with a specific objective of achieving high current income that keeps pace with inflation. The portfolio seeks high current income in the form of interest and dividends while maintaining prospects for capital appreciation across fixed income, equities and alternative assets.
The income portfolio offers:
A value-oriented approach where we continually reallocate to income-producing assets that offer higher yields with lower volatility.
Active investment selection using primarily ETFs to access global financial markets in a highly liquid and efficient manner.
Disciplined investment process focused on generating current income while tactically adjusting the allocation to maintain stable income yields and to grow principal.
Proprietary risk management to periodically adjust the investment mix to seek greater opportunities for capital appreciation in calm markets and to reduce downside risk in turbulent markets.