Time horizon, diversification, and an overall risk score are key to defining your goals as an individual investor. Having discipline, patience, and confidence are the most important elements in establishing a plan. Our portfolios are highlighted in three key areas (Strategic, Tactical, and Diversifier) to broaden our diversification because not all strategies that work in bull markets may not be effective in bear markets. We believe market timing is not the answer and staying the course is the best approach. Portfolios will consist of Mutual Funds, ETF’s, stocks, and bonds.
Portfolio built of globally diversified mutual funds. Accounts of any size small to large.
Portfolio built very similar to Power but uses Exchange Traded Fund’s (ETFs). Accounts $25,000 and up.
Combination of multiple strategies – Strategic, Tactical, and Diversifier. Utilizing a combination of Power and Finesse Portfolios as well as stocks, bonds, and fixed income plans. Accounts $250,000 and above will be commonly used.
*Each client has different goals and objectives but overall this provides a basic concept we apply.