The HMS Stable Risk
(Growth & Income) Portfolio

HMS Stable Risk is a balanced portfolio strategy that involves a customized blend of our equity strategies and our income strategy.  It is invested to generate both a predictable level of current income and long term capital growth, while seeking to minimize portfolio volatility.  The portfolio may invest in common stocks, preferred stocks, commodities, bonds, master limited partnerships, exchange traded funds, REITs, currencies, inverse funds, and cash or money market instruments.  This portfolio is a fully diversified portfolio, managed according to each individual investor’s specific needs and tolerance for risk.


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The portfolio is invested to generate both a predictable level of current income and long term capital growth, while seeking to minimize portfolio volatility.