A number of advisors are having great success gathering new assets using the novel EQIS Short Term Income Model. In some cases they are then automating dollar cost averaging into equities or longer-term fixed income.
For investors with cash needed to be relatively liquid but looking for a bit more duration than just a liquid money market fund, your EQIS investment team has constructed a model that is part money market fund and a basket of ETFs of short-term Treasuries and what they believe are high-quality corporates. An institutional version of this model is also available at a $2 million minimum to take advantage of the higher yielding institutional money market fund.
Contact your EQIS Consulting Team to find out more about this strategy or click on the strategy name in the Freedom Advisors Model Center.
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