For over eight years, Lee Roberts of RP Financial Advisory Pty Ltd has been recommending the Trilogy Monthly Income Trust to his clients — primarily retirees, pre-retirees and small business owners — to further diversify their portfolios. Lee values the Trilogy Monthly Income Trust for its reliable income1, attractive yield, capital preservation focus and low volatility.
Watch our short video to learn more about Lee and why the Trilogy Monthly Income Trust plays a key role in his client portfolios.
1Past performance is not a reliable indicator of future performance.
