Gary D. Halbert, President; Halbert Wealth Management

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Sojourn Financial Strategies
Managed Bond Program

The historical performance of this strategy can probably best be described as “slow and steady wins the race.” It seeks to identify and confirm trends in the high-yield bond market and invest accordingly. Client accounts may be fully or partially invested in a variety of long-only high-yield mutual funds, including traditional high-yield bond mutual funds, high-yield index mutual funds, multi-sector bond funds and even mutual funds investing in floating rate bank loans. When the prices of high-yield securities are trending downward, the strategy seeks the safety of cash or a money market fund. Read more >>

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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important disclosures
before making a decision to invest. Past performance is not necessarily indicative of future results.
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