2-page synopsis detailing portfolio strategy, objective and performance.
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| Asset Allocation Portfolios |
Conservative Growth
The Conservative Growth Portfolio is designed to meet
investor needs for a diversified portfolio solution with
a defined risk objective of conservative growth. The
portfolio is built around a long-term strategic allocation
which allocates the portfolios investments to large
cap stocks, small and mid cap stocks, international securities,
bonds, etc. The conservative growth portfolio
will normally be invested in 60% equity and 40% fixed
income securities. The portfolio management team
may depart from the targeted allocation range when
they feel that certain sectors of the financial markets
are over or under valued.
GIPS Performance Statements |
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Moderate Growth
The Moderate Growth Portfolio is designed to meet
investor needs for a diversified portfolio solution with a
defined risk objective of moderate growth. The portfolio
is built around a long-term strategic allocation which
allocates the portfolios investments to large cap stocks,
small and mid cap stocks, international securities, bonds,
etc. The moderate growth portfolio will normally be
invested in 80% equity and 20% fixed income securities.
The portfolio management team may depart from the
targeted allocation range when they feel that certain
sectors of the financial markets are over or under valued.
GIPS Performance Statements |
Download |
Long-Term Growth
The Long Term Growth Portfolio is designed to meet
investor needs for a diversified portfolio solution with a
defined risk objective of long-term growth. The portfolio
is built around a long-term strategic allocation which
allocates the portfolios investments to large cap stocks,
small and mid cap stocks, international securities, bonds,
etc. The long term growth portfolio will normally be fully
invested in equity securities. The portfolio management
team may depart from the targeted allocation range
when they feel that certain sectors of the financial
markets are over or under valued.
GIPS Performance Statements |
Download |
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| ETF Portfolios |
Conservative Growth
The ETF Conservative Growth Portfolio is designed to meet
investor needs for a diversified portfolio solution with a defined
risk objective of conservative growth. The portfolio is built
around a long-term strategic allocation which allocates the
portfolios investments to ETFs that invest in large cap stocks,
small and mid cap stocks, international securities, bonds, etc.
The conservative growth portfolio will normally be invested
in 60% equity ETF’s and 40 % fixed income ETF’s or individual
bonds. The portfolio management team may depart from the
targeted allocation range when they feel that certain sectors of
the financial markets are over or under valued.
GIPS Performance Statements |
Download |
Moderate Growth
The ETF Moderate Growth Portfolio is designed to meet investor
needs for a diversified portfolio solution with a defined risk
objective of moderate growth. The portfolio is built around a
long-term strategic allocation which allocates the portfolios
investments to ETFs that invest in large cap stocks, small and mid
cap stocks, international securities, bonds, etc. The moderate
growth portfolio will normally be invested in 80% equity ETF’s
and 20 % fixed income ETF’s or individual bonds. The portfolio
management team may depart from the targeted allocation
range when they feel that certain sectors of the financial
markets are over or under valued.
GIPS Performance Statements |
Download |
Long-Term Growth
The ETF Long Term Growth Portfolio is designed to meet
investor needs for a diversified portfolio solution with a defined
risk objective of long-term growth. The portfolio is built
around a long-term strategic allocation which allocates the
portfolios investments to ETFs that invest in large cap stocks,
small and mid cap stocks, international securities, bonds, etc.
At almost all times, the portfolio will be invested in various equity
based ETF’s. The portfolio management team may depart
from the targeted allocation range when they feel that certain
sectors of the financial markets are over or under valued.
GIPS Performance Statements |
Download |
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| Foundation Portfolios |
Large Cap Core
The Large Cap Core Portfolio is designed to serve as
the large cap equity component within a clients asset
allocation mix. The portfolio will typically invest in 30
to 40 stocks broadly diversified in terms of industry
concentration with weightings relative to the S&P 500.
Stocks are selected through a fundamental research
process that utilizes various national research sources.
The portfolio is suitable for growth and income investors
seeking total return from both capital appreciation
and dividend income.
GIPS Performance Statements |
Download |
Small-Mid Cap Core
The Small Mid Cap Core Portfolio is designed to serve
as the small/mid cap equity component within a clients
asset allocation mix. The portfolio will typically invest in
35 to 50 stocks broadly diversified in terms of industry
concentration with weightings relative to the S&P 1000.
Stocks are selected through a fundamental research
process that utilizes various national research sources.
The portfolio is suitable for investors seeking total return
from capital appreciation.
GIPS Performance Statements |
Download |
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