Our Portfolio Allocation

Our mission is to be an exceptional steward of wealth for our clients. Through our risk-based allocation strategies and a keen focus on investor objectives, we will strive to deliver consistently successful results for our clients.

• Stocks perform best when the economy is growing and corporations are growing profit.  The Goal for this allocation is growth and income
• Bonds: Bonds perform best when low/negative growth or when interest rates decline.  The goal for this allocation is Income and principle preservation
• Fixed Accounts: Fixed accounts perform in any environment.  The Goal of this allocation is to always have an Emergency/Opportunity funding as it has no volatility or sensitivity to rates or markets
• Real Estate: Real Estate performs best in inflationary and growth environments.  The goal of this allocation is Income and growth
• Private Equity: Private Investments perform best when execution and the business accomplish their objectives.  The goal if this allocation is growth, with no sensitivity to growth

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