The IncomeMax core portfolio type is designed around a 50% Debt,  50% Equity opportunity mix, though variance from this allocation target routinely occurs depending on the dynamics of the economy and the health of the financial markets.

The IncomeMax core portfolio type strives to provide high current income on a routine basis while maintaining and preserving principal value. It primarily invests in publically traded debt securities and dividend yeilding stocks and funds striving to achieve its objective.  IncomeMax  utilizes passive or non-managed indexed funds, closed-ended mutual funds/ETFs mirroring market indices, as well as, "best-in-class," actively managed No Load mutual funds and some large, blue chip stocks that pay dividends. There is, of course, no guarantee that IncomeMax will accomplish its objective.

The IncomeMax core portfolio type strives to re-allocate to the expected, 'best' market opportunites among a comparatively more limited opportunity set to reduce portfolio volatility. It additionally includes GuardRail Technology for risk management control in extended market downturns. The IncomeMax core portfolio type maybe utilized as 100% of an investor's portfolio or supplemented with other core portfolio types.