Overview
Infinite Giving analysis of short, mid, and long-term historical returns for each of our standard portfolio options to help provide guidance and information on your holdings.
As always, please reach out to support@infinitegiving.com or your advisor for questions on your holdings, other portfolio options, or to change portfolios for your cash management or investment accounts.
*Note: All returns include quarterly rebalancing with a +/- 5% threshold
Short Term Portfolios
*All of these portfolios are primarily focused on capital preservation while earning interest.
Cash FDIC Sweep Program
Up to $5M FDIC coverage
1 business day withdrawals
Money Market Mutual Fund
A diversified portfolio of short-term debt instruments
Up to $500K SIPC Insurance
2 business day withdrawals
Short Term Treasuries (91 days)
Backed by the full faith and credit of the US government
13 week (91 day) rolling treasury bills
5 business day withdrawals
Widely viewed as one of the safest investments available worldwide
CDs and CDARs
Time deposits where funds are locked in for a fixed term up to several years
Slightly lower liquidity as funds must be held to maturity to avoid a penalty
Short to Mid Term Portfolios
Short Term Treasury Portfolio
Diversified Short Term Fixed Income
Longer Term Portfolios
Balanced Grower (50/50)
Prudent Grower (60/40)
Moderate Grower (70/30)
Aggressive Grower (80/20)
*Custom portfolios are available for clients dependent upon a conversation with your advisor.
Infinite Giving Advisory Services, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Infinite Giving and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Infinite Giving unless a client service agreement is in place. This content is provided solely for informational purposes. Investors’ experiences may vary from the content. Nothing in this presentation constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Infinite Giving manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.