Retired Investors

Sleep Well At Night

Retirees we work with want nice, boring returns in the 7% to 9% range, year in and year out, regardless of what the stock market is doing.

We use a variety of higher-yielding fixed income investments to make boring returns a reality for Ross Asset Advisors clients.

Portfolios Designed Around Your Concerns

Americans of retirement age have witnessed a lot of history. They know in their gut how it feels when good times are coming, and when bad times are coming.

If the current state of the world sets off alarm bells in your gut, then you should know that we at Ross Asset Advisors share your anxiety and concern. In fact, we have designed our clients’ retirement income portfolios around these exact concerns.

Time to Break From the Past

We all know that the last ten years has been flat for stock-based portfolios.  Unfortunately, with interest rates close to zero, the next 10 years will not be kind to conventional bond portfolios.

If you share our concerns and cannot afford a personal “lost decade”, then you will enjoy learning about our approach towards retirement income.

You are entitled to investment advice that supports the lifestyle you have earned.

 

 

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Updated Mar 29, 2012 by +