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Investment Strategies

Each client has unique investment objectives and constraints; therefore, a portfolio constructed to support those specific requirements and goals is essential. We have developed a core portfolio that is globally diversified and designed to weather market cycles while delivering strong returns over time.

Our portfolios contain a range of different asset classes so that the out performance of certain assets has the potential to balance temporary under performance of other assets. We utilize a core-tactical investment approach. Core-tactical investing is a method of portfolio construction designed to minimize costs, tax liability, and volatility while providing an opportunity to outperform the broad stock market as a whole.

Core Investment Portfolio

  • The core equity and fixed income allocations combine to serve as the nucleus of your portfolio and are invested primarily with low-cost passive investments
  • The amount allocated to underlying holdings is based on the investment objectives of each client.
  • Our model portfolios offer allocations based on conservative, moderate and aggressive allocations.
  • Globally diversified in low cost, passive, exchange-traded-funds (ETFs) and mutual funds.
  • Rebalanced semi-annually to help ensure the portfolio remains diversified throughout market cycles.

Tactical Investments

  • Our tactical portfolio is comprised of opportunistic investments meant to enhance portfolio returns.
  • Tactical investments include:
    • Individual Stocks and Bonds
    • Sector-specific strategies (Ex: Energy Infrastructure)
    • Commodities
    • Option Strategies such as covered calls*

Options involve risk and are not suitable for all investors. Certain complex options strategies carry additional risk.  Please read the options disclosure document titles Characteristics and Risks of Standardized Options by clicking on this hyperlink text before considering any options transactions. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

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