Over the last 10 years, the ISI Model Portfolios have delivered high current income and protected investors' principal. A dollar invested in our Medium Risk Portfolio would be worth $2.30 at the end of 2018. A dollar invested in the ICE BofAML Corporate Index over the same period would be worth only $1.81.
We limit our consulting to what we know best: bonds, convertibles, preferreds, ETFs and Closed end Funds. We seek investors whose goals are principal protection, steady monthly income and high yield.
The ONLY Newsletter providing ADVICE on BONDS, PREFERRED STOCKS, CONVERTIBLES, and other income securities.
The newsletter addresses the various fixed-income markets, not only with specific recommendations but also with specific guidance.
We will keep you up to date on a large universe of securities of past recommendations, giving you specific action-oriented advice.
We are proud to present our model portfolios' performance for the last 10 years.
Use the newsletter as the best source for self-directed investing and for building your own income securities portfolio.
With your subscription, you'll receive:
Monthly issues of the Forbes/Fridson Income Securities Investor, Click here for a sample.
Monthly Recommendations: Our best corporate bonds, preferred stocks, convertible securities, master ltd. partnerships, and closed-end funds. All with very attractive yields.
Martin Fridson's "Pick of the Month"
Access to the creator's of the newsletter for information on recommendations and investment strategies.
Each month our favorite security, for a variety of reasons, is featured on the front page.
Up to nine recommendations for bonds, preferreds and convertibles each month.
Reports on new developments in the fixed income market and educational pieces.
Changes and developments for any company in which a recommendation was made.
Recent credit rating changes by Moody's and Standard & Poor's.
Updates on interest rate trends and where opportunities appear.
Income Securities Advisors has a referral arrangement with an independent SEC Registered Investment Adviser, Lehmann Livian Fridson Advisors LLC, on income securities on a non-custodial basis. LLFA has no affiliations with any underwriter, brokerage firm, or trust company and is not a dealer or broker in securities. Portfolio management services are on a fee-only basis.
LLFA focuses on income securities such as bonds, preferreds, ETF's MLP's, and Closed end Funds. LLFA seeks investors whose goals are principal protection, steady monthly income and high yield. You are invited to visit LLFA's New York City office. For additional information see www.llfadvisors.com, or call 212-319-8903 or contact mlivian@llfadvisors.com.
Martin Fridson, CEO of Income Securities Advisors, Inc.
Mr. Fridson was a corporate bond research director on Wall Street and is now Chief Investment Officer at Lehmann Livian Fridson Advisors, LLC.
He has written numerous articles on bonds and fixed income investing and has authored six books. He has guest-lectured at leading universities.
Mr. Fridson holds an MBA from Harvard, is a Chartered Financial Analyst, and is past president of the Fixed Income Analysts Society.
