The Coby Lamson Total Return Portfolio (formerly Income and Growth) is structured to provide investors with a growing stream of income to the extent compatible with a steady increase in portfolio value.

The core of this portfolio is composed of individual domestic and international income stocks, and select ETFs whose flow-through yields meet our criteria.  In addition, we add growth-oriented vehicles that track major trends within the overall markets.  These include hedges during equity or bond market bear phases, and positions to manage the impact of the dollar's declining purchasing power on the portfolio's income stream.