Preferred

The Herzfeld Preferred Portfolio Composite is comprised of portfolios which invest in preferred shares, baby bonds and senior notes. Our objective is to maximize risk adjusted total return. The comparative benchmark for the strategy is the S&P Preferred Stock Total Return Index.

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Key Metrics

2015
Strategy Inception
7.4%
Annualized Return Since Inception
5/5
Morningstar Overall Rating


Est. 1984

Some things never change – like our commitment to being accessible to our clients and partners. Whether you're a long-time friend or new to Herzfeld Advisors, we're here to talk.