Investment Solutions
Our firm 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 & ConservativeGrowth |
50% |
50% |
Income |
40% |
60% |
Conservative Income |
30% |
70% |
Conservative |
20% |
80% |
Capital Preservation |
10% |
90% |
