About Income Growth Advisors

Tailored Investment Strategies

We specialize in investment strategies for retirement-minded individuals

Income Growth Advisors, LLC is in the wealth management business — that is planning, building, and maintaining assets on behalf of our clients with a high degree of personal attention. We create a financial plan for each client based on their investment objective and risk tolerances.

Our clients include institutional investors, family offices, and high net worth individuals.

We construct and manage investment portfolios to meet a clients’ objectives. Our client portfolios emphasize stocks, master limited partnerships, mutual funds, ETFs, inverse ETFs, bonds, and derivatives. In the current environment, our stock selection emphasizes commodities, energy, precious metals, agriculture, and inflation beneficiaries.

Tyson Halsey, CFA

Portfolio Manager & Founder

Halsey has nearly 40 years of Wall Street experience. Halsey brings a range of experience and accomplishments which distinguish him from other money managers. Halsey is a proven risk-taker and entrepreneur who has run hedge funds, registered investment advisories, and worked on the floor of the New York Futures Exchange. Halsey won the USA Today CNBC National Investment Challenge and appeared in the Wall Street Journal, Barron’s, and on CNBC. Halsey was conferred the CFA designation and is one of 37 CFA charter holders in South Carolina.

Charles Zhang

Senior Analyst

Charles joined Income Growth Advisors, LLC in 2013 after honing his quantitative analysis and equity research skills at Cavoleph Partners, a New York based long/short equity fund, and Royal Bank of Scotland, a leading U.K. based investment bank. Charles is an outstanding quantitative strategy developer and equity analyst. Charles is a principle at Edgewater Management.

Our Service Commitment

Knowing our customer and their objectives is key to our client relationships. We engage with new prospects to determine their investment objectives, risk tolerances, and special needs. We develop a tailored strategy and write an investment policy statement that is incorporated in our Investment Advisory Contract.

We design and manage your accounts to fulfill your objectives. We periodically review your portfolio and confer with you on your investment goals.

IGA does not utilize standard portfolio models and “set and forget’’ the client as often happens with larger institutions. Individualized attention is especially important when market conditions change.

We integrate our Financial Planning with our Tailored Investment Strategies commitment. Our financial, tax, and estate planning will create a group of separately managed accounts with distinct bespoke objectives and risk tolerances. These accounts include retirement plans like Individual Retirement Accounts IRAs, Roth IRAs, SEPs, Trust Accounts, UGMAs, individual taxable accounts and our Joint taxable accounts.

The risk premium today, March 29th, is 6.29%. In March 2000, at the Tech Bubble peak, the risk premium was -2.07%. That month Robert Shiller published Irrational Exuberance which showed that the S&P 500 was the most overvalued since 1929. The future is unknown regarding the future of COVID-19, oil prices and the market; however, there appears to be a contagion of panicked concerns regarding the current state of the economy, markets and COVID-19 that we are in a state of Irrational Pessimism.

Irrational Pessimism 3.31.2022, Halsey calls the bottomSeeking Alpha

“Tyson Halsey of Income Growth Advisors has been managing separately managed accounts made up of master limited partnerships for 15 years. He has weathered the ups and downs of the past two years to boast a 77% one-year return and a 1.7% three-year return, (including a 5% dip in February), in his latest letter to shareholders.”

Amey Stone, March 2, 2017Barrons

Stock, bonds and real estate markets could be profoundly hurt by rising interest rates. The Federal Reserve is caught in a terrible predicament. It must quickly raise interest rates to stop today’s unanticipated rise in inflation without bursting the stock, bond, and real estate market bubbles. Not since the double-digit inflation in the late 1970s, has the Federal Reserve been so wrong.

“Those who cannot remember the past are condemned to repeat it.” – George Santayana., January 12th 2022Daniel Island News

“Unfortunately, most people who buy [royalty trusts] don’t realize that they tend to be depleting assets,” says Tyson Halsey of Income Growth Advisors, an investment firm in Charleston, S.C. “They end up being bad for retired people who think they are getting a fixed-income alternative.”

The Intelligent Investor Column, Jason Zweig, August 24, 2012Wall Street Journal

Halsey displays great market foresight in this interview explaining how after 40 years of declines, interest rates are artificially and abnormally low and their rise will hurt both the stock and bond markets. Halsey then recommends commodity cyclical stocks, natural gas stocks, Master Limited Partnerships, steel and gold stocks

Are Financial Markets At The Precipice? November 11th, 2021South Carolina Business Review

Inflation is a serious problem that is getting worse. Last week, the producer price index (PPI) registered 9.6%, the worst level in 40 years. The Federal Reserve sought only “transitory” inflation of 2%, but now it is far exceeding those forecasts. When the monetary policy of the most important financial institution in the world is badly missing anticipated results, things are going awry, and bad things can happen.

How Today’s Spiking Inflation Could Impact You, January 25th 2022Daniel Island News