Heritage Offers Two Portfolios Focused On the Production of Income

  • Focus High Yield
  • Focus Income

Alternative To: Traditional "Buy and Hold" approach to Bond and Income Mutual Funds, Index Funds, Index ETF’s
Securities Used: Exchange Traded Funds or No-Load Mutual Funds
Minimum Account Size: $25,000
Managers Employed: 2
Offered At: TD Ameritrade, Fidelity and Trust Company of America, as well as selected Variable Annuities (See your Heritage representative for details).

I. Focus High Yield

Designed for income and growth oriented investors, our Focus High Yield program actively manages the risk/reward relationship of the high yield bond market. The program strives to maintain an invested position in the high yield market via index ETFs and/or mutual funds during positive market environments and to reduce exposure to risk during negative market environments.

II. Focus Income

Designed for income oriented investors, our Focus Income program actively manages the risk/reward relationship of the bond markets including governments, corporates, high yields, and/or other markets focused on income. The program strives to maintain an invested position in the income markets via index ETFs and/or mutual funds during positive market environments and to reduce exposure to risk during negative market environments.

Performance Results: Contact Heritage or give us a call at (630) 250-4700 

Contact A Heritage Representative To Get Started

Please see disclosures regarding the risks of investing as well as additional disclosure regarding the risks of using leveraged and inverse ETFs in our Disclosure page