Lindisfarne has various investment models available to its clients. All of these models involve active trading to minimize risk. Through active trading, Lindisfarne is able to avoid large losses during market downturns. At no time does Lindisfarne rely on the “buy and hold” approach that has proved to be so devastating over the last several years. Rather, our approaches incorporate the philosophies that have kept our clients safe during previous times of market turmoil. Our current investment models include:
MULTIPLE SECTOR MODEL
The Multiple Sector Model will invest in several distinct market sectors, buying and selling the securities held independent of one another. Typical sectors might include Hi-Yield bond funds, Small Capitalization funds, International funds, Emerging Markets funds, Inverse funds (typically go up when the market goes down), and Exchange Traded funds.
The Bond Model will restrict its investment choices to the bond market using both mutual funds and Exchange Traded Funds that concentrate in this area. Bond choices will include, but not be limited to, Treasury bonds and notes, corporate bonds, municipal bonds, hi-yield bonds and international bonds.
U.S. INDEX MODEL
The U.S. Index Model will invest in the major U.S. market indices. These include, but are not limited to, the Dow Jones Averages, the S&P Averages, the NASDAQ averages, the Russell Averages.
ASSET ALLOCATION MODEL
The Asset Allocation Model will divide the account into bond and U.S. Index securities on a standard 40% bond, 60% equity ratio. Periodic rebalancing of the account will take place at the discretion of Lindisfarne to return the balance to the original 40%/60% split.
We create custom investment models for those who are qualified investors with account sizes over $1,000,000. Here a client can combine the different elements of our models to create a unique, individualized investment approach.