Webinar Replay

Webinar Replay: Risk Managed Income Strategy

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. The following video is a discussion on managing risk through a tactical approach to fixed income. The Risk Managed Income Strategy has produced a 4.29% annualized return since inception 1/1/2012 with a 3.30% Standard Deviation versus a 1.34% annualized net return and a 4.00% Standard Deviation for the BBG US AGG Bond Index† during the same period.

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 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.

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. Please read all of the disclosure slides found in the presentation for this webinar.

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