(FISG CORE)
Bluestone Capital Advisors FISG CORE
We believe inflation is the biggest threat to a fixed income portfolio over time. To help mitigate the impact of inflation, we use convertibles in the investment process to help capture potential rising corporate values and help the portfolio gravitate towards equity returns while seeking to achieve volatility similar to a traditional fixed income portfolio. We use three types of securities to help our clients pursue strong risk adjusted returns:
- Bonds
- Preferred Securities
- Convertible Securities
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.