Our clients can choose from several strategies:

Reliant Income: This allocation model is a blend of fixed income securities, high dividend yielding equities, and specific bond funds that are designed to produce a reliable stream of income while protecting the client’s underlying capital base. This is our most conservative portfolio and is available with either taxable bonds or tax exempt bonds.                           

Prudent Growth and Income: While this investment profile will fluctuate in value, it is designed to generate less volatility than the overall market by providing a balance between capital appreciation and income. This allocation is best for cautious investors who require a growth component before becoming more income oriented.  Holdings will include investment grade bonds, high dividend equities, as well as sector specific Exchange Traded Funds for additional diversification.

Global Dominance: This investment path embraces our flagship portfolio and as the name implies, the biggest and the best high quality companies are found here. Large cap multinationals, with global markets, dominating market share and excellent long-term growth prospects are all qualities that our holdings share. The additional weighting of Exchange Traded Funds, allows us to carefully target specific countries, sectors and asset classes, while maintaining our desired level of diversification.