Income Management
The Efficient Frontier is an investment term for long term wealth building through rational investing. Finding efficient frontiers is the objective of Broxton Capital. Broxton got its start on Broxton Avenue in the UCLA-Westwood area of Los Angeles. Broxton Avenue is named after the small village in Cheshire, England.
We are an industry leader in analyzing income investments. Our reports are available in our library. Our proprietary algorithms forecast default ratios, recoveries and cash flows, which has allowed us to successfully predict the trajectories of the individual portfolios and dividends. Our newest strategy assists investors and managers in the no or low interest rate environment. Many fixed income investments have very low returns but still contain risk. Smart Yield delivers an 8% targeted return with intelligent risk.
The Broxton BDC Income Fund offers an excellent way to access diversified loan portfolios through an index. The index has outperformed most income Funds over the last 10 years, and we expect this to continue. Returns are higher due to several factors: floating rate investments, BDC management guidance for borrowers and the securitization of investments. The average BDC has the majority of its capital invested in
Senior secured loans. Over 90% of loans are floating interest rate
Broxton understands your financial needs. Our objective is stable growth and long term wealth building. Our investment strategies are based on our proprietary algorithms, sophisticated analysis and our investment experience.
We service households, investment advisors and investment managers.
Broxton assists households with their investment goals with an outlook based on long term growth.
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Wealth management
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Retirement Planning
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Trust management
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IRA rollovers: Pension conversion
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In the current environment interest rates are minimal and managers are challenged to find fixed income allocations. Smart Yield is focused on delivering a yield of 8%.
We make our research available for distribution and can conduct analysis on individual securities upon request.
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Part of Broxton's heritage is thorough research. Learn about our process for investments.
Read our recent reports on individual companies or our newsletters.