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What are our portfolios?

We offer a variety of investment portfolios tailored to fit your investment objectives.

Preservation Portfolio:
The portfolio of choice for ultra low risk investors. This portfolio will never be mistaken as the hare, slow and steady is the name of the game here. This portfolio is ideal for those who cannot afford significant fluctuations. It can be well suited for retirement or goal saving that has a short term time horizon (less than 3 years).

Income Builder:
Low risk, but with enhanced yield. This portfolio is decidedly conservative, however it could fluctuate during periods of significant turmoil. This portfolio offers higher yields than our Preservation Portfolio with a small amount of additional risk in fixed income instruments. It is well suited for retirement or short term goals (less than 3 years).

Permanent Portfolio:
Just like it sounds... This portfolio is built to stand the test of time. This portfolio aims to provide solid long term returns with a moderate amount of risk. This portfolio is ideal for those approaching or in retirement as well as general wealth building. While it can fluctuate, it’s balanced mix of assets is designed to offer counter balances to each other during periods of turmoil.

American Blue Chip:
The apple pie of portfolios. This portfolio offers the best and brightest American companies. It’s emphasis is on quality and dividends. As an all equity growth portfolio, it does carry risk in the short term. However, in the long run this portfolio offers strong long term potential returns. It’s perfect for those saving towards retirement or long term investment goals (greater than 5 years away).

Let this pioneer navigate your long-term investment journey. This portfolio offers exposure to the most promising companies and high potential assets classes. It’s not for the faint of heart, but in the long run it projects to offer the highest potential returns. This is most suitable for this early in their careers for saving or with goals that reach many years into the future (greater than 7 years).