Risk Management applies to Fixed Income as well

Recent markets have highlighted the need for managing risk in fixed income as well as equities. Returns can be greatly offset by volatility in the fixed income markets. Please join us in a discussion of managing risk through a tactical approach to fixed income. The Risk Managed Income Strategy has produced a 4.2% compound annual return since inception 1/1/2012 through 3/31/23 with a 3.3% Standard Deviation versus a 1.6% compound annual return and a 4.2% Standard Deviation for the BBG US AGG Bond Index† during the same period.

Please complete the form and join us to meet Kevin Grimes CFA and Joe Benoit CFA, managers of the Risk Managed Income Strategy.

This information is provided for informational purposes only. This is not an offer to sell or solicitation of an offer to buy an interest in any investment fund, strategy or investment instrument, or for the provision of any investment management or advisory services. Registered Investment Adviser Grimes & Company, Inc. (“Grimes”) has been managing the Risk Managed Income Strategy (“RMI” or “RMI Strategy”) for their wealth advisor clients for over 11-years. LHA has a license agreement with Grimes to employ and market the RMI Strategy. The performance information shown represents the net performance of the RMI Strategy as managed by Grimes’ portfolio managers in a composite of separately managed accounts with substantially the same investment objectives, policies, and investment strategy.

The net performance shown are all the returns of a composite of accounts utilizing the RMI Strategy after the deduction of fees and expenses, including management fees, advisory fees, brokerage commissions, and execution costs paid by the composite accounts, which reflects a uniform application of such fees and expenses to the accounts, and reflects the reinvestment of distributions and capital gains. The performance data quoted represents past performance. Past performance is no guarantee of future performance. Investing involves risk. Principal loss is possible.

This information is for exclusive use with investment advisory firms or other institutional investors and is not intended to be shared with potential individual investors. It may not be copied, disseminated, redistributed, or otherwise transferred, in whole or in part, to any other person.

†BBG US AGG Bond Index is the Bloomberg US AGG Total Return Value Unhedged USD Index (Bloomberg Ticker: LBUSTRUU), it is a total return market capitalization-weighted index of most U.S. traded investment grade long-term bonds including Treasury securities, Government agency bonds, Mortgage-backed bonds, Corporate bonds, and a small amount of foreign bonds traded in the U.S. The Source of index performance Information is the index sponsor. Investors cannot invest directly in an index.

This Webinar is offered to investment professionals for information purposes only. LHA makes no warranty, express or implied, as to the information described or used in the Webinar. LHA does not guarantee the accuracy and/or the completeness of any data included in the Webinar and has no liability for any errors or omissions in the data presented, or in the case of interruption of internet service. The opinions expressed during the Webinar represent the current, good faith views of the presenter at that time and are provided for limited purposes, are not definitive investment advice or as a forecast or guarantee of future events, and should not be relied upon as such. LHA makes no representations that the strategy discussed is available or appropriate for sale or use in all jurisdictions or by all investors.