Strategies

SUPLEMENTA
Income Stategies

“If you don’t find a way to make money while you sleep, you will work until you die”- Warren Buffett
SUPLEMENTA Income
SUPLEMENTA is our array of sustainable income strategies. They are built rigorously to create monthly income for our clients, without neglecting their growth potential. Our strategies are created with a risk score tied to the potential of income distribution and growth. SUPLEMENTA invests include, but are not limited to, bonds, preferred stocks, mutual funds, MLP’s, and cash instruments.

Unlike most annuities, our strategies remain liquid; therefore, there are no penalties for withdrawal. There is no minimum year , waiting periods, or any reason limiting access to your money.

Our investment portfolios are designed and managed for clients to “live off” the income generated by their investments, without needing to withdraw from their principal source of income. Retiring while leaving a legacy is possible with the right strategy.

We offer

  • Retirement Plan Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Keogh Plans

Aligned Interest

Our success depends upon our clients' success. We examine issues from the same side of the table as you. That common purpose builds a strong relationship of trust and partnership.

Social Security Maximization

For those who are already retired or approaching retirement, deciding when to start receiving your social security benefits may seem obvious but there are factors that can affect the amount of benefits you end up receiving. We can help you sift through the rules and maximize your social security income.
© Cybele Capital Management, LLC.   ADV   |   Disclosures
Securities offered through Charles Schwab. Member FINRA/SIPC.
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