PORTFOLIO MANAGEMENT

Portfolio Management

Our Strategy

We focus on two main strategies depending on which phase you are in in your retirement plan life cycle.  For individuals that are pre-retirement would fall into the capital appreciation portfolio strategy, while retirees would fall into the steady income portfolio strategy. Regardless of if you're seeking income or seeking growth, our portfolio management strategy seeks to maximize your returns for your own individual risk tolerance. We have risk mitigation techniques that we believe help us maximize your portfolio returns per additional unit of risk, while minimizing portfolio volatility.

Growth

Equity Income

Growth stocks are those companies that are considered to have the potential to outperform the overall market over time because of their future growth potential.

Value stocks are classified as companies that are considered to be trading below what they are really worth and will thus provide a superior return.

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