Core Objective Based Portfolios

Our core portfolios are designed to serve as tools to address specific wealth management goals. By combining these portfolios, or using them individually, we seek to provide investors with components which can help investors build their Wealth Allocation Framework.

CONSERVATION

Conservation is a low volatility portfolio designed to provide minimal risk to principal with modest levels of income. Often used as an accessible portfolio to keep long-term cash reserves, Conservation seeks to conserve wealth and provide a level of income higher than other cash alternatives.

PROVISION

Provision is a total return portfolio with a focus on dividend and interest income intended to KEEP PACE with taxes and inflation. It is designed as a portfolio which can provide a modest annual withdrawal to meet income needs or help “sustain a lifestyle” in retirement.

HARVEST

Harvest is a diversified, total return portfolio intended to OUTPACE taxes and inflation. It is designed for investors who seek growth toward a long-term goal such as college savings or retirement. By planting seeds today and tending to those seeds by identifying opportunities and managing risk, this portfolio seeks to provide a “Harvest” when financial wealth is needed in the future.

ABUNDANCE

Abundance is an aggressive, concentrated portfolio. For investors who have aspirational goals or abundant financial wealth, Abundance is a portfolio which seeks to “go for it” by identifying and investing across dominant themes in the financial markets.

DISCLOSURES

Risk Factors: The value of each portfolio will change, and you could lose money on your investment. An investment in one of the portfolios is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although each portfolio seeks to meet certain objectives, there is no guarantee these objectives will be achieved.