Validea Legends Income

Income Generating Portfolios Based on Strategies of Legendary Investors


Our Core Principles

  Seek Income Using Proven Strategies of Wall Street Legends

Our proprietary investment system is based on strategies of legendary investors that have produced market outperformance over extended periods of time. Validea Legends Income selects stocks using the investment models of legendary investors whose strategies focused on both capital appreciation and income.

  Focus on Yield

Most Robo Advisory products focus on capital appreciation, but many investors require income from their portfolios and don't want to sell the assets within them to generate it. Validea Legends Income meets this need to focusing on income generating investments. Our portfolios seek to generate above average yields using a combination of investment vehicles, including high yield stocks, investment grade corporate and government bonds, high yield bonds, foreign bonds, bank loans and real estate.

  Implement the Investment Process with Discipline

Emotion is the biggest obstacle that prevents most investors from achieving their long-term investing goals. Validea Legends Income eliminates emotion from the investing process by following a disciplined investing system that utilizes quantitative stock selection and asset allocation models, and that regularly rebalances your portfolio in order to invest in areas of the market where relative value is greatest.

  Keep Fees to a Minimum

Unlike most Robo Advisors, our reported fees incorporate all costs, including our 0.50% management fee, trading commissions, and the fees of the ETFs we utilize in our portfolios. We limit fees by investing in best of breed low cost ETFs and by investing in individual dividend-paying stocks directly. Total fees for Validea Legends Income (including underlying ETF fees and all trading commissions) are currently 0.61%.

  Customize a Portfolio For Each Investor

We recognize that each investor has different goals and tolerance for risk. Validea Legends Income builds a customized portfolio for each investor based on their personal risk profile. Each client will complete a comprehensive risk questionaire upon opening their account and our client allocation system will use that information to build a customized portfolio that meets their individual needs. And if needed, our advisors are always available to help guide and advise you over the long-term.

  Manage Risk Via Downside Protection and Uncorrelated Assets

For many years, leading endowment funds have recognized that the use of uncorrelated asset classes can improve risk-adjusted returns. Validea Legends Income Advisor incorporates a variety of uncorrelated asset classes where appropriate to limit risk. In addition, our proprietary market rotation system will reduce exposure in the higher risk asset classes in our portfolios when our technical criteria indicate further losses may be coming. Asset classes will be replaced with bonds when a sell signal is generated in order to maintain the portfolio's income goals.

  Provide Access to a Person - If You Want It

Unlike other robo advisors that either do not provide access to investment representatives or charge an additional fee for it, the Validea Legends Income Advisor offers unlimited access to our investment consultants free of charge. So if you want access to an advisor, you can have it, but if you are more comfortable doing things on your own, you have that option too.


Advantages of Validea Legends Income

  • Follow Strategies of Investment Legends

  • Focus on Income Generating Investments

  • Utilize Asset Allocation Strategies Used by Leading Endowments

  • Significantly Lower Fees Than Active Management
  • Low Minimum $25,000 Initial Investment

  • Access to Investment Professionals if Needed

  • Real Time Account Access and Transparency
  • Portfolio Allocations