PFG Aspire Dividend & Income Portfolio

Investment minimum: $5,000

Investment Strategy

The portfolio is designed for investors seeking higher levels of steady income with less volatility than traditional equity and high yield bond portfolios; it can also serve as a complement to other strategies.

Portfolio Design

Multi-manager usage, active and passive strategies.
Can be used as a complement to other strategies
Provides a possible solution for income seeking investors while seeking to reduce total equity risk*
Holds underlying equity portfolio + disciplined options overlay (covered call) strategy
Potential cash flow collection from dividends & premium income from writing options
Seeks to provide high and stable levels of income with lower volatility and beta than the index.
Seeks to provide attractive yields and total return

Potential cash flow collection from dividends & premium income from writing options*

*Complex investment strategies implemented by underlying investment managers can involve significant risk and may not be appropriate for all investors.

Dividend & Income

The portfolio is designed for investors seeking higher levels of steady income with less volatility than traditional equity and high yield bond portfolios; it can also serve as a complement to other strategies.

Asset allocation and diversification do not guarantee a profit or protect against loss in a declining market.

Complex investment strategies implemented by underlying investment managers can involve significant risk and may not be appropriate for all investors.

This material is provided for informational, discussion purposes only and is not written or intended as tax or legal advice.

*This information does not constitute a recommendation or solicitation to buy or an offer to sell any security or investment strategy mentioned in this document. There can be no assurance that any investment strategy will provide positive performance over a period of time. Any offer to invest in the firm’s investment strategies can be made by written agreement only. Before investing, an investor should carefully consider the portfolio objectives, risks, charges, and expenses.

Although PFG Aspire’s portfolios are diversified, diversification does not protect against losses.

Investing involves risk, including the loss of principal. The main risks to the portfolio include interest rate risk, credit risk, equity market risk, and reinvestment risk. Some investments will carry more volatility and downside risk than others, and there is no guarantee that the individual investments or managers selected will meet their stated investment objective. Complex investment strategies implemented by underlying investment managers can involve significant risk and may not be appropriate for all investors. Additionally, this is not a tax-sensitive model, so we do not consider tax consequences when rebalancing or management.

Well-diversified strategy, designed to offer liquid income with lower volatility and beta than the index.

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