We provide customized asset allocation models to meet our client’s specific goals and investment time horizon. We have no affiliation and therefore only invest in the best of breed managers. The models contain both active and passive mutual funds and exchange-traded funds (ETF) to leverage potential opportunities from both approaches. The vehicles used for diversification include alternatives, domestic and international equities, and fixed income. The allocation models are customized to take advantage of tax efficient strategies and investment vehicles.
- Income with Capital Appreciation
- Income with Moderate Growth
- Growth with Income
- Growth
- Aggressive Growth
The Income with Capital Appreciation strategy is a mix of equities and fixed income investments allocated across both income and growth asset classes. The strategy is suitable for investors who are primarily risk averse and looking for more income than growth.
The income with capital appreciation strategy is generally allocated to 12% alternatives, 20% equities, and 68% fixed income investments.
The Income with Moderate Growth strategy is a mix of equities and fixed income investments allocated across both growth and income asset classes. The strategy is suitable for investors who are looking for a moderate level of capital appreciation with income generation.
The income with moderate growth strategy is generally allocated to 12% alternatives, 40% equities, and 48% fixed income investments.
The Growth with Income strategy is a mix of equities and fixed income investments allocated across both growth and income asset classes. The strategy is suitable for investors who desire a higher level of risk while employing some downside protection.
The growth with income strategy is generally allocated to 10% alternatives, 60% equities, and 30% fixed income investments.
The Growth strategy is a mix of equities and fixed income investments allocated across both income and growth asset classes. The strategy is suitable for investors who desire a high level of risk while employing a small portion of the portfolio to capital preservation.
The growth strategy is generally allocated to 10% alternatives, 80% equities, and 10% fixed income investments.
The Aggressive Growth strategy is a mix of equities and fixed income investments allocated across both income and growth asset classes. The strategy is suitable for investors who are comfortable taking the highest level of risk. The investment objective is the appreciation of capital rather than capital preservation.
The aggressive growth strategy is generally allocated to 6% alternatives, 92% equities, and 2% fixed income investments.
