Learn About Our Investment Portfolios

All of our portfolios are individually managed and tailored to your individual investment needs. We offer diverse portfolios with distinct levels of risk and expected returns. Take a look at the table below and read the corresponding descriptions to find out which portfolio strategy is right for your investment objectives

Flexible Growth Portfolio

High-Risk Tolerance

Managed with the goal of maximizing long-term investment returns through a portfolio consisting primarily of stocks. This portfolio is designed for investors willing to accept significant short-term volatility in the pursuit of superior long-term investment returns.

Balanced Portfolio

Medium-Risk Tolerance

The asset allocation mix of stocks, fixed income, and cash equivalents has a target equity exposure of approximately 75%. 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

Low-Risk Tolerance

The asset allocation mix of stocks, fixed income and cash equivalents has a target equity exposure of approximately 50%. This portfolio is designed for investors who wish to reduce short-term account fluctuations, accepting a lower long-term return expectation as a result.