The Value & Income Strategy is an equity income-oriented portfolio with low-to-moderate risk. Investments are in companies typically characterized by strong balance sheets, significant and preferably growing dividends, below-average valuations and potential for earnings growth. Our goal is to have the portfolio yield twice that of the S&P 500.* Holdings generally fall into the "average" or "below-average" risk categories, thus the companies tend to be less volatile than the broader market. Minimum account size for this program is $75,000.