Can one investment vehicle address the goals of both your income- and growth-oriented clients? Yes.
Split Shares are unique investment funds that deliver two classes of shares that can be “split” into Preferred Shares for steady dividend income and Class A for an equity investment with built-in leverage.
Our infographic illustrates how Colin, a successful investment advisor much like you, puts Split Shares into action for Sarah (income) and Eli (growth) and shows the math behind it.