Popular Conservative Investment Strategies

April 25, 2014 § Leave a comment

Finance professional Curtis Lyman has more than three decades of experience in financial services. As owner and partner at HighTower Advisors, Curtis Lyman is called upon to advise institutions, corporations, and high-net-worth investors across the country regarding customized investment strategies.

Investors with a lower tolerance for risk may prefer to adopt conservative investment strategies. These strategies strive to preserve the value of an investment portfolio as much as possible by opting for securities with a lower risk level, for example a fixed-income security or blue-chip equity. Other examples of low-risk investments include cash vehicles, government bonds, or dividend-paying stocks.

Two commonly employed conservative investment strategies are current income and capital preservation. Current income portfolios take advantage of the high annuity, bond interest, or dividend payments dispensed by mutual funds or securities, promoting a steady income. As the name suggests, the goal of capital preservation is to preserve value over time. The rate of return on such investments is designed to meet or exceed the rate of inflation.

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