Investment Programs

At Richard C. Young & Co., Ltd. we offer a range of globally diversified investment programs primarily geared toward conservative investors. Our programs are created in house. We do not outsource investment management to a third party.

Our programs emphasize dividends and interest with reduced portfolio volatility. Currently we craft our programs using individual corporate bonds, exchange-traded funds, closed-end funds and dividend-paying stocks.

A description of each program is provided. For a custom option please contact Richard C. Young & Co., Ltd.

Global Income & Capital Protection Program – Seeks to avoid excessive volatility while providing a stream of current income. Targets an asset mix of 70%-80% in fixed income securities and 20%-30% in equity type securities.

Global Moderate Income Program – Seeks to provide a stream of current income while maintaining the purchasing power of future income and capital. Targets an asset mix of 50-65% in fixed income securities and 35%-50% in equity type securities.

Global Moderate Income & Capital Appreciation Program – Seeks to reduce volatility while targeting a long-term rate of return that exceeds the rate of inflation. Targets an asset mix of 40%-50% fixed income securities and 50%- 60% equity type securities.

Global Moderate Capital Appreciation Program – Seeks to provide capital appreciation with a reduced amount of risk compared to an aggressive capital appreciation strategy. Targets an asset mix of 20%-30% in fixed income securities and 70%-80% equity type securities.

Custom – Customized programs may be offered to investors who want to establish an asset allocation different than the asset allocations described in the programs above or who want to restrict the purchase of certain securities. Custom programs may be more or less aggressive than the programs listed above. Please indicate how you would like your customized program allocated and note any investment restrictions.


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