We offer several type of portfolios, through separately managed accounts, that are aimed at fulfilling the investment needs and objectives of our Individual clients. Our managed portfolios are customized around the unique risk tolerance, income requirements, as well as the investment time horizon of each client. They are grouped into three main categories: Growth, Conservative Growth, and Capital Preservation and Income.
A personalized strategy for each of your life goals.
Clients are assigned a personal money manager who constructs a unique asset allocation plan and custom tailored portfolio. This asset allocation plan is then implemented using the appropriate combination of money market instruments, fixed income instruments, stocks, and exchange traded funds (ETFs). Because of our flexible investment requirement minimums, many of our clients choose to have their investment as well as their retirement accounts managed by us.
This portfolio is ideal for clients who have a long term investment time horizon and are comfortable with the volatility associated with investing in stocks.
A balanced portfolio consisting of a combination of stocks and bonds. Fixed income portion will consist of high quality bonds while the equity portion will consist of large, mid and small capitalization stocks.
A portfolio made up primarily of bonds. The combination of type (taxable or non-taxable bonds) and duration (short or long maturity) will depend on each client’s unique income needs and tax situation.