Investment Solutions

 

Voyager Capital Management has constructed 10 core portfolios as indicated below. For each and every client, we optimize a portfolio to minimize taxes and expenses.

 

 

Portfolio Objective

Equities

Fixed Income

Aggressive Capital Growth

100%

0%

Capital Growth

90%

10%

Moderate Capital Growth

80%

20%

Moderate Growth & Income

70%

30%

Income & Moderate Growth

60%

40%

Income & Conservative Growth

50%

50%

Income

40%

60%

Conservative Income

30%

70%

Conservative

20%

80%

Capital Preservation

10%

90%

Lake Geneva
875 Townline Road
Suite 100
Lake Geneva, WI 53147
Ph: 800-998-1013

Rockford
4615 E State Street
Suite 130
Rockford IL 61108
Ph: 815-229-9001

Brookfield
16655 West Bluemound Road
Suite 160
Brookfield, WI 53005
Ph: 262-797-0111