The objective of the Income Fund is to earn a
higher level of income than is ordinarily available in less risk Treasury
Bills or Money Market funds. In order to achieve this return the Fund's
assets will usually be invested in bonds, convertible securities and other
high-yielding securities. The return expectation is to outperform the
Barclay's Aggregate Bond Index.
You would be interested in investing your endowment monies in the
Income Fund if...
Your need is for current income.
You are looking for higher income potential than
currently available from Certificates of Deposit, Money Market Funds or
You are less willing to accept market risk.
You want the safety and security of investing in
fixed income securities.
You want a portfolio with a diversity of fixed
income investment styles.
You want full-time, independent professional