Our customized strategy for each client begins with a detailed understanding of goals.

Growth & Income

• Targeted to track or outperform the  S&P 500 over the long term, with a focus on downside risk mitigation.
• Primarily holds individual security selections. Limited use of mutual funds.
• Makes use of short positions and options as appropriate.

Income

• High-yield alternative for excess savings
• Portfolio consists of:
  • US Treasuries
  • Bonds
  • REITs
  • Diversified, high-yield bonds
  • CDs
  • Select equities with superior balance sheets
• Current effective fully-invested yield: 6.3%

Small Company Focus

• Series of broad asset class Mutual Funds
• Target returns indexed to the S&P 500 (based on risk level)
• Suitable for relatively smaller accounts
• Allocations are rebalanced higher/lower on the risk spectrum according to client match and the firm’s macro view of the market, based on the volatility of the market

Aggressive (in trials)

• The Firm’s best ideas.
• Has the potential for significant volatility; appropriate for risk-tolerant accounts.
• Makes use of short positions and options.