IncomeMax core portfolio type is designed around a 70% Debt,  30% Equity opportunity mix, though variance from this allocation target may routinely occur depending on the dynamics of the economy and the health of the financial markets.

IncomeMax core portfolio type strives to generate above-average current income while also trying to preserve principal value against inflation and market risk. IncomeMax  utilizes stocks, bonds, master limited partnerships, REITs, ETFs and and open and 'closed-end mutual funds. Both passive or non-managed No Load indexed funds and actively managed funds/ETFs may be used but emerging market and commodity sector funds are not utilized. There is, of course, no guarantee that IncomeMax will achieve its objective.

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. This core portfolio type may be utilized as 100% of an investor's portfolio or supplemented with other core portfolio types.