Blaustein Private Wealth Group of Wells Fargo Advisors

Bespoke Investment Strategies

We believe inflation is the biggest threat to a fixed income portfolio over time. To help mitigate the impact of inflation, we use convertibles in the investment process to help capture potential rising corporate values and help the portfolio gravitate towards equity returns while seeking to achieve volatility similar to a traditional fixed income portfolio. We have three strategies that use convertible securities to help our clients pursue strong risk adjusted returns.

What are Convertible Securities


Strategies

Fixed Income Strategy for Growth CORE:

  • 100% Corporate Securities
  • Bonds
  • Preferred Securities
  • Convertible Securities
Fixed Income Strategy for Growth:
  • 100% Corporate Convertible Securities
Income Plus: Asset class allocations vary based on client risk profile and objectives:
  • Corporate Bonds (Straight or Convertible)
  • Preferreds (Straight or Convertible)
  • Dividend Paying Common Stocks


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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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