Viking

Our most conservative strategy, Viking seeks to provide current income and preservation of capital. It is typically used to accomplish investor goals over shorter time horizons. In 1975, NASA sent its Viking orbiter and lander pair to Mars with the intention of studying the surface for 90 days. It outlasted the intended mission, sending information back to earth for years afterward. The Viking strategy consists of 75% fixed income and 25% global stocks, preferred stocks and real estate investment trusts.

Is Viking the right portfolio strategy for you? Ask a financial advisor today.