Investment Planning

Diversified Investment Management

We provide individuals, families and small businesses sound, diversified investment portfolios that are built for the long-term. Our investment team builds low-cost model portfolios using exchange traded funds (ETFs). We re-balance each of our models quarterly in order to capture gains, add a layer of protection, or take advantage of future opportunities.

Below are detailed reports for some of our diversified low-cost model portfolios.

GROWTH

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The growth portfolio is for investors with a longer time horizon and willing to accept more volatility for higher long-term growth potential. The diversified portfolio will maintain an allocation of around 80% equities and 20% fixed income.

BALANCED

The balanced portfolio is for investors with a mid to long-term time horizon and can accept moderate volatility with moderate growth potential. The balanced portfolio will maintain an allocation of 50% equities and 50% fixed income.

PRESERVATION

The preservation portfolio is for investors with a mid to long-term time horizon and less focused on high growth, and more focused on preservation and steady income. The preservation portfolio will maintain an allocation of 40% equities and 60% fixed income.

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