PORTFOLIO STRATEGIES

Carefully constructed portfolios optimized for different risk profiles and investment horizons

CHOOSE YOUR STRATEGY

Select from our professionally managed portfolios designed to meet different investment objectives

Conservative Growth

Low Risk

Stable returns with minimal risk exposure for conservative investors

Annual Return8.2%
Minimum Investment$100,000

Historical Performance

1Y
+8.2%
3Y
+7.8%
5Y
+7.5%
10Y
+6.9%
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Portfolio Holdings

US Treasury Bonds
35% allocation
$875,000
Corporate Bonds
25% allocation
$625,000
Large Cap Stocks
20% allocation
$500,000
International Stocks
10% allocation
$250,000
REITs
10% allocation
$250,000
Asset Allocation
Bonds60%
Stocks30%
Alternatives10%

INVESTMENT STRATEGIES

Our proven investment approaches designed to maximize returns while managing risk

Value Investing

Identifying undervalued securities with strong fundamentals

12.3% avg annual

Growth Investing

Focusing on companies with above-average growth potential

15.7% avg annual

Dividend Strategy

Building income through dividend-paying quality stocks

9.8% avg annual

ESG Investing

Sustainable investing with environmental and social focus

11.4% avg annual

START BUILDING YOUR PORTFOLIO

Work with our expert team to create a customized portfolio strategy that aligns with your investment goals

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