Enhanced Yield: Quality, Liquidity, Value
Your cash deserves to work as hard as you do. Our Enhanced Yield Strategy is built on discipline and simplicity—avoiding leverage, derivatives, and currency trading—so you can pursue returns with confidence. Guided by research and risk management expertise, we design a tailored solution that seeks the best value for the risk taken.
For investors looking to extend the power of their cash, this strategy focuses on high-quality, liquid investments with maturities typically between three months and two years.
Strategy Snapshot:
- Objective: Total return, low volatility
- Average Maturity Range: 3 Months to 2 Years (at purchase)
- Typical Credit Quality: Investment Grade
- Benchmark: Bloomberg 3 Month T-Bill
- Investment Universe: US Treasury Bonds, Government Bonds, Municipal Bonds, Brokered CDs, Corporate Bonds, Mutual Funds and Exchange Traded Funds*
Life changes, but your peace of mind shouldn’t. By focusing on quality and liquidity, our Enhanced Yield Strategy helps you do more with your cash while keeping risk in check.
Account minimums apply.
*Mutual funds and exchange traded funds may be used to assist RTC with diversification, tax loss harvesting and/or to access fixed income markets that are not well suited for individual securities (see high yield bonds, mortgage-backed securities, international bonds etc.).
INVESTMENT AND INSURANCE PRODUCTS ARE | NOT FDIC Insured | NOT bank guaranteed | MAY lose value
