Personalized Portfolio Overview
Our Personalized Portfolio Solution is a modified version of the traditional “buy and hold” strategy. We build a customized portfolio of ETF securities for our clients and hold this portfolio until our proprietary market indicators signal that a market top has been reached. We then shift the portfolio on a position by position basis to cash, cash equivalents or traditional stores of value, such as gold and/or treasuries. When our proprietary market indictors signal a market bottom, we again put our original customized asset allocation back to work.
This customized solution is simple. It provides tax efficiency over complete Bull market moves, while putting a premium on capital preservation during destructive Bear market moves. Our historical data tells us that this simple process adds as much as 3% per annum (after taxes) to your portfolio returns over a complete market cycle.
Personalized Portfolio Solution Presentation
Personalized Portfolio Solution One Pager
Minimum Investment $100,000; Advisory Fee are 1% on the first
$1 million and .75% on amounts above $1 million in assets
