We firmly believe in the virtues of straightforward investing. Our in-house management minimizes your expenses while enhancing our accountability. Our client portfolios are built upon individual stocks and bonds, ensuring daily liquidity for your convenience.
Our investment team convenes regularly to deliberate on future economic trends and provide timely insights. We maintain complete transparency in our fee structure, aligning our compensation directly with your account values.
Our flagship strategy integrates a dual approach, encompassing both aggressive and defensive individual stocks and ETFs, to effectively manage market-level risk. We implement a rigorous and disciplined model to allocate funds exclusively to top-tier companies that have demonstrated strong long-term performance.
A more aggressive iteration of our flagship core model. Flagship Core+ provides access to the same high-quality companies featured in the Flagship Core model, but without the inclusion of the lower volatility component, offering a more aggressive investment approach.
Our Flagship Low Volatility model offers the potential for market upside while maintaining lower volatility and a stronger emphasis on dividends. It aims to deliver impressive dividend income alongside the potential for long-term capital appreciation.
For clients seeking immediate dividend income coupled with increased market exposure and the potential for long-term capital growth.
This model offers market participation for potential upside gains, accompanied by a 9% buffer for downside protection. It’s well-suited for clients who prioritize stability and wish to retain the potential for appreciation.
This model aims to achieve the same objectives as Defined Outcome 9%, but it provides a more substantial 15% buffer for downside protection.
