Protection Focused Strategy

Protection Allocation for Your Overall Portfolio

Within the context of an investors’ wealth planning strategy, investors may designate a portion of their assets as a reserve to use only in times of need. Typically, these assets are accessed when the sustainability and continuity of their lifestyle is threatened or altered by events beyond their control. Therefore, the Protection Focused Strategy seeks to aid in the safeguarding of critical reserve assets that may be required for continuity of lifestyle during times of hardship.

Vicus Capital’s Protection Focused Strategy is a conservative solution designed to minimize financial market risks and increase the likelihood the assets will be there when needed. Constructed entirely of fixed income investments, the goal of the portfolio is to avoid the additional volatility that is often associated with equities.