An alternative investment strategy

Adding products outside of the traditional 60/40 portfolio blend of stocks and bonds could help protect your portfolio from downside market risk.

A fixed indexed annuity (FIA) offers principal protection and the potential for consistent, stable returns.1 Our advisors can show you how an FIA has the potential to be a powerful tool to add to your retirement plan.

S&P 500/Barclays Aggregate (60/40) VS. S&P 500/ FIA (60/40)

$1 million invested 06/17-Present

Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.


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