Our Portfolios

Dividend Stock Portfolio

Who -  Clients who are looking for capital preservation, current income and growth of income.

What - 15 dividend paying stocks that have increase their dividend payment each year for more than 25 years.

 

Traditional Stock Portfolio

Who -  Clients who are looking for a diverse stock portfolio.  Growth is prioritized over income without an excessive amount of volatility.

What - 24 individual stocks consisting of large cap growth, dividend paying, and unconstrained stocks.

 

ETF Portfolio

Who - Clients who are looking for growth without excessive amounts of volatility.

What - 10 ETFs that are forward thinking.  Often focused on biotech, internet, clean energy, and other areas that focus on growing industries.

 

Environmental, Sustainable, Governance (ESG) Portfolio

Who - Clients who seek growth through ESG focused investment.  Requires a minimum balance.

What - 20 individual stocks from ESG companies.  We rebalance monthly to sell stocks we believe are going down in price and buy stocks that we believe are going up in price.

 

Microcap Stock Portfolio

Who - Adventurous clients looking for very aggressive growth and who are comfortable with volatility.

What - 5 microcap stocks.  We rebalance monthly to sell stocks we believe are going down in price and buy stocks that we believe are going up in price.

 

The Everything Portfolio

Who - Clients who want 100% equity spread amongst different portfolios.  Growth is prioritized over income.  Requires a minimum balance.

What - A portion of each of the above portfolios.  The portfolio is designed to minimize volatility while capturing growth. This portfolio requires a minimum balance.

• 35% Dividend Portfolio
• 20% Traditional Stock Portfolio
• 20% ETF Portfolio
• 15% ESG Portfolio
• 10% Microcap Portfolio

 

Fixed Income and Cash

We use a variety of fixed income strategies and cash to create a customized allocation to fit your needs.