PORTFOLIOS
PORTFOLIOS
Equity
CORE APPRECIATION
A high-quality core discipline enhanced with higher growth opportunities
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Ideal client has a long-term horizon and is looking to increase wealth with a diversified mix of high-quality stocks.
20-30 Positions - Minimum $100,000
DIVIDEND GROWTH
A high quality total return discipline pursuing both capital and income growth
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Ideal client has a long-term horizon and finds growing dividends appealing as a source of income and to limit volatility.
25-35 Positions – Minimum $150,000
Hedged Equity
25-35 Positions – Minimum $100,000
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An alternative approach to long-term capital appreciation
Ideal client is seeking long-term asset growth by reducing the downside risk potential during market corrections.
10 STOCK
A concentrated portfolio of individual stocks
Ideal client wants individual stocks, but not enough assets for more diversified portfolio.
10 Positions – Minimum $50,000
Asset Allocation
DYNAMIC ALLOCATION
A dynamic approach, diversified with both asset classes and strategies
Ideal Client desires active management and diversification at a lower investment threshold.
12-20 Positions – Minimum $15,000
Core ETF
A low cost diversified passive strategy with Growth, Moderate and Balanced portfolios.
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Ideal Client desires simplicity and low cost investments.
6-10 Positions - Minimum $5,000.
Alternative
ENDOWMENT MODEL
Ideal client has a long-term horizon and desires investments that are uncorrelated to the stock market.
A diversified blend of core and alternative investments focused on long-term growth
5-10 Positions – Minimum $25,000
Fixed Income
DYNAMIC FIXED INCOME
Ideal client wants stable income and is concerned about a rising rate environment.
A diversified income strategy
8-12 Positions – Minimum $25,000