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Fixed Income Portfolio
The portfolio is intended to provide a level of income in line with the general rates in the markets. The managers seek to invest in relatively stable investments that have a proven history of income payments through bond coupons or dividend payments. 

It is conservatively constructed with a potential mix of investment grade bonds, dividend paying stocks, mutual funds, closed end funds, ETFs, and/or structured products.

This portfolio is managed according to our core philosophy to be income specific. It is not a diversified portfolio across different asset categories within the various market segments. It may be utilized by those specific clients seeking income or used in conjunction with the core portfolio and other building blocks as a part of the overall portfolio.
 
 
 

Pebble Management Group, LLC is a Registered Investment Adviser. Information presented in this publication is not intended to be specific investment advice. Investors should consult a qualified financial adviser before making investments specific to their needs and situation. The information in this website constitutes neither an offer to sell nor a solicitation to invest. Such offer or solicitation will be made only in those jurisdictions where permitted by law.

To the extent that this material concerns tax or legal matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and/or legal professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of LA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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