Investment Strategy

The Columbus High Yield Program seeks to utilize high yield bond mutual funds to achieve above-average total return with less volatility than the general high yield market. It is actively managed using trend-based research. When market conditions are favorable, 100% of clients' assets are placed in corporate bond mutual funds. When market risk to invested principal is deemed to be unacceptably high, 100% of assets are moved to a money market fund.

Risk Summary

Each asset classes has specific or inherent risks. Two risks associated with corporate bond instruments are credit risk and interest risk. Positions are continually monitored with these risks in mind. Long positions are taken only when the perception of opportunity for gain outweighs perceived risks to principal.

Suitability

Columbus High Yield may be suitable for investors who have a two-to-three year time horizon and who wish to use debt securities to achieve a degree of non-correlation with other asset classes they may hold. The Columbus High Yield program is not expected to be tax efficient.

Fees and Minimum Requirements

Maximum annual fee is 2.5% with applicable breakpoints. Minimum investment is $50,000.

Signal Provider

Steven D. Landis is a graduate of Ohio University (B.S.) and the University of Cincinnati (M.S.). Steven has been in the practice of financial planning and investment management since 1982 and resides in Columbus, OH. He is a Certified Financial Planner (CFP) and immediate past president of NAAIM (National Association of Active Investment Managers).