Our Portfolios

 

Each investment account is separately managed. All client account are held at our clearing firm, LPL Financial.
We manage to three different investment objectives*:

Capital Appreciation

  • No limits to Maximum or Minimum exposure to Any Asset Classes
  • Seeks to limit losses during bear markets.

Growth & Income

  • Allocate no more than 65% to equities
  • Maximum fixed income exposure of 75%
  • Alternative Asset Class exposure limited to 35%
  • Seeks to limit losses during bear markets.

Income with Moderate Growth

  • Allocate no more than 35% to equities
  • Maximum fixed income exposure of 90%
  • Alternative Asset Class exposure limited to 20%
  • Seeks to limit losses during bear markets.
    • 

Asset Classes are defined as:

Equities

  • Domestic Stocks
  • International Stocks
  • Emerging Markets
  • REITS

Fixed Income

  • Government bonds
  • Corporate Bonds
  • High Yield Bonds
  • International Bonds
  • Emerging Markets Debt

Alternatives

  • Commodities (Gold, Silver, Oil)
  • Managed Futures
  • Absolute Return Funds
  • Long / Short Funds


*There is no guarantee that the investment objectives will achieve their desired outcomes.