The Value & Income Strategy is an equity income-oriented portfolio with low-to-moderate risk. Investments are in companies typically characterized by strong balance sheets, significant and preferably growing dividends, below-average valuations and potential for earnings growth. Our goal is to have the portfolio yield twice that of the S&P 500.* Holdings generally fall into the "average" or "below-average" risk categories, thus the companies tend to be less volatile than the broader market. Minimum account size for this program is $150,000.

*The S&P 500 Index is comprised of 500 U.S. stocks and is an indicator of the performance of the overall U.S. stock market. An investor cannot invest in an index and index returns are not indicative of the performance of any specific investment.