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Nemeth Investment Group

  • Home
  • About Us
    • Our Story
    • Our Team
    • Our Process
    • Our Philosophy
    • FAQ's
  • Services
    • All Services
    • Advisor Managed Account (AMA)
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    • Custom Accounts (CA)
  • Our Portfolios
    • All Portfolios
    • Delaware Income Portfolio
    • Delaware Global Growth Portfolio
    • Delaware Strategic Balanced
    • Performance Results
  • Contact us

Delaware Income Portfolio

Get in Touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Ask us a question

Get in Touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Ask us a question

Delaware Income Portfolio

Returns Since Inception

See the most recent performance results

Investment objective

To achieve a superior risk-adjusted return from a high level of income combined with moderate to long-term growth in a balanced portfolio. A concentrated portfolio of 25-30 holdings may give an advantage over other funds. This unique portfolio has low all-inclusive fees.

Investment profile

Suitable for investors who:

• Prefer the simplicity of investing in a single managed account, incorporating both fixed income and equities

• Want to have informed professional advice

Investment strategy

Richard Nemeth engages in active management using multiple styles with emphasis on equities that pay a dividend using a combination of investment styles including growth at reasonable price, value, cyclical, news-driven, and macroeconomic trends

Portfolio facts

  • Wealth Advisor: Richard Nemeth
  • Investment Approach: Multiple Styles
  • Return Objective: Income and Growth
  • Risk Profile: Medium
  • Investment Management Fee: $100,000 minimum

To Learn More


Book an Appointment

Call: (519) 640-7740

     Next: Delaware Global Growth Porfolio button to go to Delaware Global Growth portfolio

 

 

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Morning Market Brief

CIBC Private Wealth

May 23, 2025

US home sales drop to seven-month low

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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