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Income Portfolios

Lake Avenue Financial has designed the Income Portfolios to give clients an alternative solution to the traditional fixed income investment in this low interest rate environment. The Income Portfolios are fixed income investment strategies offering a range of potential yield levels. These portfolios can be optimized for either taxable or retirement accounts. You can implement these strategies as the fixed income allocation within your broader portfolio or as a complement.

Lower your costs. Increase your income.

Utilizing our own proprietary research, Lake Avenue Financial has been able to optimize a blend of ETFs and Mutual Funds for less risk and more income potential. See how these portfolios fit in your overall allocation or part of your retirement plan.

Choose the portfolio that's right for you!

For accounts above $250,000

  • Core Income
  • Moderate Income
  • High Income
  • Aggressive Income
  • Tax Aware Income

Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.

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