This strategy aims to generate elevated income while targeting tax efficiency where possible, with a focus on lower volatility and downside protection.
What is the Return on Capital Income Strategy?
• Utilizes ETFs engineered to deliver high levels of income, including option-based strategies that may generate tax-efficient Return of Capital.
• Diversifies across multiple asset classes to help mitigate volatility and soften market drawdowns.
• Holdings are monitored to maintain attractive income generation under evolving market conditions.