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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 iShares 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

Why use iShares ETFs?

  • They can help you keep more of what you earn
  • Diversified, low-cost and tax efficient
  • Cost 1/10 as much as the typical mutual fund1
  • Brought to you by BlackRock, trusted with more money than any other investment firm in the world2


Click on the video below to learn how to use ETFs to generate income.




1. Source: Morningstar, as of 12/31/14. Comparison is between the Prospectus Net Expense Ratio for the average iShares Core ETF (0.13%) and the average Open-End Mutual Fund (1.27%) available in the U.S.

2. Based on $4.77 Trillion in assets under management as of 3/31/15.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products' prospectuses.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

©2015 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.