Willingdon Views

07/30/10: Second Half of Rivalry Week
Our political leaders are faced with a decision between two opposing policies – continued economic stimulus or debt reduction.  Read why there is reason for…
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06/23/10: Goodness Gracious Sakes Alive!
What are the keys to the future success of our country?  In tribute to the late great John Wooden, we apply his Pyramid of Success…
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05/26/10: Collective Sense
How long will be stuck in a mindset where any economic issue or geopolitical event must somehow validate our collective worst fears?  What will it…
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Strategies & Performance
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Many of our clients have a balanced portfolio that is comprised of their unique, appropriate combination of the Core Equity and Fixed Income strategies. Each client’s allocation between these asset classes is tailored to their personal situation, incorporating investment time horizon, income needs, risk tolerance, and any other important factors. The Covered Call portfolio adds diversification and income generation to larger accounts.

*Manager rankings are based on composite returns of the Willingdon Core Equity portfolio, which represents the vast majority of equity assets managed by Willingdon. Performance data is through December 31, 2009. Returns are net of all management fees and transaction costs. All fully discretionary equity portfolios invested in the Willingdon Wealth Management core equity portfolio are included in the composite. Percentile rankings provided by Deutche Bank using the PSN database of investment managers. Manager universe is Large Cap Core as defined by PSN. Past performance is not a guarantee of future results.

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