Personalized Advisory Strategies

While fully customizable to meet any individual needs, the following portfolio strategies form the basis of how we meet our clients’ investment needs.

Potential Benefit: Growth with Lower Volatility

Goal of market-based returns with 20% less volatility than S&P 500
Lower potential volatility than traditional S&P 500-based portfolios
Alternative strategy positions utilized to counter market pullbacks
10% tactical weighting to equity and/or debt positions utilized to take advantage of market volatility

Potential Benefit: Moderate Returns with Lower Volatility

Goal of consistent market-based returns with lower volatility than traditional 60/40 stock & bond portfolios
Strategy designed to get returns from equities or interest/dividends depending on risk/reward characteristics of market
10% tactical weighting to equity and/or debt positions utilized to take advantage of market volatility

Potential Benefit: Consistent Income that Keeps Up with Inflation

Goal of consistent portfolio income above the rate of inflation
Very low volatility approach to income generation
Strategy designed for returns to be withdrawn on a monthly basis
Focus on capital protection through all market conditions

The preceding are investment strategies and not registered investment products. No strategy can guarantee a specific outcome, as all investing involves risk.

Learn how our unique Risk-Managed investment process can be a potential benefit to your overall financial well-being.

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