Emerson Investment Management

You have spent years building and preserving wealth in preparation for retirement, but what happens when you finally get there?  When your wealth building phase is over, generating income to maintain your lifestyle becomes a key focus.  As your life and goals change, so should your investment approach to emphasize safety and income.

We created our Global Income Opportunity (GIO) strategy for clients in this stage of life.  It is designed to generate a powerful source of safe and steady income.  Our strategy focuses on recurring bond interest payments along with growing stock dividends.  This combination of interest and dividend income is customized for each client's income needs.  And regardless of day-to-day stock market volatility, interest and dividend income is relatively safe.  We like to say, “income today… growth tomorrow.” 

Please contact us if you would like to explore building a Global Income Opportunity portfolio.

Disclosure:  The GIO model portfolio’s interest and dividend yield income is 4.4% as of December 31, 2011. The model portfolio's allocation is 60% equity, 30% fixed income and 10% alternatives. The model is constructed by Emerson’s investment team. In actual client portfolios allocation, interest and dividend income will vary and 4.4% is not guaranteed or indicative of future performance. There is no assurance that the returns in the future will be similar to the past for the GIO model portfolio or actual client accounts. Emerson will strive to align GIO portfolios with the model. The Emerson Fixed Income strategy includes both high yield and investment grade securities. A 100% investment grade strategy is also available, resulting in reduced interest income.