We believe your assets should be invested with an emphasis on current cash returns using equity and fixed income securities. Our philosophy can focus on cash flow strategies that aim to achieve a high current yield with a growing income stream intended to offset inflation, while also attempting to lower downside risk. This strategy is designed to help meet the needs of a wide range of investors, including those entering the distribution phase typically associated with retirement.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Spencer J. Lynch, Managing Director
Scott A. Cracraft, Managing Director
360 Concord Street || Suite 210 || Charleston, SC 29401
T: 843.720.3500 || TF: 866.384.9891 || F: 843.720.3535
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