Are you retired? We spend much of our lives preparing for retirement, but the investment portfolios designed for that phase may not be ideal once you’re retired.
If you’re retired and seeking a blend of income, growth, and managed volatility, an I-Am-Retired Portfolio is better suited than one designed for pre-retirement.
The I-Am-Retired Portfolio
What should an I-Am-Retired Portfolio include?
A mix of non-correlated asset types to reduce volatility.
A source of stable cash to cover unexpected expenses.
A growth component to outpace inflation.
Attractive, steady monthly income without relying heavily on risky investments, such as below-investment-grade fixed income or illiquid, non-transparent private equity.
Tax efficiency in taxable accounts with favorable tax treatment on monthly distributions.
Average or below-average fund and management fees to maximize long-term performance.
We’ve developed an I-Am-Retired Portfolio with these attributes, offering daily liquidity and built primarily from top-tier exchange-traded funds from leading sponsors like Goldman Sachs, PIMCO, and Fidelity. Contact us to explore how the I-Am-Retired Portfolio can work for you.