INVESTMENT PRODUCTS

EQUITIES

US Stocks

FIXED INCOME

Low & Intermediate Risk Bonds

ABSOLUTE RETURN

Aggressive Alternative Investing

 

Truth Investments clients possess ownership over their accounts as separately managed portfolios. We systematically manage client accounts in unison, so it's easier for us to manage your portfolio in terms of strategy, but you don't have to endure the limitations that traditional mutual fund participants face. Some of those limits include large minimum balances, lock-up periods, and load fees. With our portfolios, you can avoid account minimums, close your account at any time, and there are no hidden fees.

 

At Truth Investments, we offer something for just about everyone. However, please be aware that the product summaries below are not intended to be investment advice. For investment advice specific to your needs, please contact a Truth Investments advisor.

EQUITIES

Truth Investments US Equity - Russell 3000

The Truth Investments US Equity Portfolio - Russell 3000 provides United States equity exposure. It offers moderate to high risk with the potential for moderate to high returns. It encompasses a mixture of both large and small cap stocks based in the United States of America. The portfolio is further diversified by holding fair amounts of the portfolio across all sectors. Benchmark relative performance is primarily driven by stock selection. Selected stocks are derived from both quantitative and qualitative methods. The portfolio is benchmarked against the Russell 3000 Index.

 

Click here to see a more detailed product description including historical performance.

 

FIXED INCOME

Truth Investments Fixed Income Blend Plus - 

Barclays Capital US Aggregate

The Truth Investments Fixed Income Blend Plus Portfolio consists of a variety of corporate, mortgage-related, asset-backed, and government bonds. We will also purchase CDs and preferred stock. We take a conservative approach, limiting our universe of holdings to investment grade corporate bonds. We take a 'ladder' approach by holding securities with diversified lengths of maturities in an effort to minimize interest rate risk. We expect our blend plus portfolio to deliver higher returns than our Fixed Income Blend strategy, but will consequently have moderately more risk. The higher risk is caused by holding securities with longer maturities. The portfolio is benchmarked to the Barclays Capital US Aggregate Index.

Click here to see a more detailed product description including historical performance.

 

ABSOLUTE RETURN

Open an Account.jpg

Truth Investments Absolute Return

The Truth Investments Absolute Return is designed for investors who are not concerned with risk.  The main goal of this strategy is to maximize return. We aim to maximize performance by investing in volatile investments and focusing on dynamic themes in the marketplace. It is not unusual for the portfolio to be concentrated in one industry if we are forecasting a solid trend or theme. We also have the liberty to purchase non-equity instruments such as derivatives and foreign exchange and may even use leverage (borrowed assets) to increase our investment opportunity set. This portfolio has a higher level of risk than our other products because the risk of loss is greater, given the volatility and possible concentration of bets. Consequently, the risk of gain is also higher for the same reasons. The portfolio is not benchmarked against any index.

 

Click here to see a more detailed product description including historical performance.