Aggressive Growth
This portfolio is designed for investors seeking maximum long-term growth and can accept higher market volatility. It includes a high allocation to equities across both domestic and international markets, with a focus on emerging sectors and innovation. Short-term gains are not the goal—this strategy focuses on long-term capital appreciation. Ideal for investors with a 10+ year horizon. It excludes low-yield assets and emphasizes reinvestment. Suitable for younger investors or those who are comfortable with risk. Diversification is achieved through sector exposure, not through bonds. This strategy works best when paired with long-term consistency and patience.
Dividend Income
Built for income-focused investors, this portfolio emphasizes dividend-paying stocks and income-generating assets. It seeks to provide a reliable stream of cash flow while maintaining modest growth. Holdings often include utilities, REITs, and large-cap companies with a history of consistent payouts. Ideal for retirees or those wanting portfolio-generated income. It balances yield with long-term sustainability. The portfolio is adjusted regularly to avoid concentration risk. Income is reinvested or distributed depending on the investor's preference. Conservative in nature, but still positioned for moderate growth. Perfect for long-term stability.
Balanced Strategy
This portfolio blends equities and fixed-income investments to offer both growth and stability. It's designed for investors who want appreciation but with less volatility than an all-stock strategy. Typical allocations are 60% stocks and 40% bonds. The strategy dynamically adjusts with market conditions and investor age. It’s perfect for investors in mid-life building wealth while preserving capital. Regular rebalancing keeps risk in check. The mix of asset classes ensures participation in market upside while limiting downside exposure. Suitable for long-term investors looking for a smooth experience with reliable performance. Offers flexibility and consistent returns.
Tech Allocation
This growth-focused portfolio leans into the technology sector and innovation-heavy industries. It features large-cap tech, cloud infrastructure, cybersecurity, and digital infrastructure stocks. Designed for high-growth potential, it accepts high volatility and market sensitivity. Not suitable for short-term investors. Holdings are screened for scalability and competitive advantage. Rebalancing focuses on sector rotation and innovation pipelines. Diversification comes from international and emerging-market tech inclusion. Aimed at maximizing upside through strategic positioning. Ideal for tech-savvy investors.
Stable Income
Geared toward capital preservation and reliable income, this portfolio includes government bonds, high-quality corporate debt, and select dividend funds. Risk is minimized through low volatility exposure and strategic diversification. It’s ideal for conservative investors, retirees, or those nearing major financial milestones. Income distributions are consistent and predictable. This strategy aims to provide peace of mind and financial security over chasing growth. Portfolios are reviewed quarterly to ensure alignment with economic conditions. Inflation hedges and bond ladders are included to protect purchasing power. Great for those who prioritize safety and stability over high returns.
Retirement Mix
A well-rounded allocation strategy tailored for investors approaching or living in retirement. Balances income needs with capital preservation and low-risk growth. Typically includes bonds, blue-chip stocks, and some international exposure. Rebalancing focuses on drawdown support and stability. Withdrawals are planned based on spending targets and account longevity. The mix adjusts gradually over time to become more conservative. Also integrates emergency reserves and inflation protections. Best for investors transitioning from accumulation to preservation. Reduces volatility while supporting long-term objectives.
ESG Focused
Created for investors who value environmental, social, and governance factors alongside financial returns. Investments are selected based on sustainability scores, company ethics, and long-term responsibility. The portfolio includes green bonds, socially responsible ETFs, and eco-conscious equities. It’s ideal for those seeking purpose-aligned growth. Risk-adjusted performance remains competitive with traditional strategies. Offers transparency and impact reporting. The ESG screen is applied across all asset classes. Aligns your financial goals with global responsibility. Great for mindful investors.
Capital Growth Core
Designed to deliver long-term capital appreciation, this core growth strategy is ideal for investors in their prime earning years. It includes a blend of domestic and global equities, with minimal fixed income. Focuses on scalable businesses and market leaders. Rebalancing targets sector performance and macroeconomic trends. Low turnover strategy intended for buy-and-hold growth investors. Ideal for building wealth steadily over time. Balances risk through geographic diversification and asset quality. Performance is monitored quarterly with reallocation as needed. Works well for IRAs and long-term investment accounts.