FLEXIBLE PORTFOLIO
The
asset allocation mix is tactically managed with the goal of
maximizing long-term investment returns through a portfolio of
stocks, bonds and cash equivalents. This portfolio is
designed for investors willing to accept significant
short-term volatility in the pursuit of superior long-term
investment performance. Flexible portfolios have been
managed for individual clients for over 10 years.
CAPITAL GROWTH PORTFOLIO
The
asset allocation mix consists of stocks and cash equivalents.
This portfolio is designed for investors willing to accept significant
short-term volatility in the pursuit of superior long-term investment
performance.
BALANCED PORTFOLIO
The asset allocation mix of stocks, bonds and cash equivalents
has a target bond exposure of approximately 25%. This portfolio is
designed for investors willing to accept a slightly diminished
long-term performance expectation in exchange for smaller
short-term account fluctuations.
CONSERVATIVE PORTFOLIO
The asset allocation mix of stocks, bonds and cash equivalents has a
target bond exposure of approximately 50%. This portfolio is designed for investors who wish to reduce
short-term account fluctuations, accepting a lower long-term
performance expectation as a result.
TACTICAL ETF
PORTFOLIO
Exchange
Traded Funds (ETF’s) are tactically allocated based on
proprietary technical analysis. This portfolio is designed
for investors willing to accept high position turnover and
significant short-term volatility in the pursuit of superior
long-term investment performance.
ADVISOR PORTFOLIO
The
asset allocation varies according to individual investor
preferences. This portfolio is designed for investors
who want to exercise more control over the management of their
investments. Short-term volatility and long-term
performance will vary depending on individual portfolio asset
allocations.
The
Advisor Portfolio is often established in order to accommodate
clients with particular desires or needs such as these:
- to minimize taxable events for large positions in
certain stocks
- to accommodate clients with significant employer stock
options
- to exclude certain stocks due to religious or personal
reasons
- to maximize tax advantages for selling certain positions
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