Asset Management

We offer structured portfolios with low expense ratios, performance reporting with benchmarking, and a much higher level of personal services that individual investors deserve.

We offer strategic portfolios to meet our clients’ specific needs. Each of these portfolios is diversified with multiple asset classes and investment styles. Whether your investment strategy focuses on long-term growth of capital, generating current income, or a combination of these objectives, one of our portfolios will have an appropriate strategy to meet your objectives. We will decide on client’s investment objective upon initial client-advisor meeting. From there on, there will be meetings held annually or upon client request to discuss any modification the client would like to make to his or her portfolio.

Engineered Index Portfolios (Core Folios)

• Engineered Indexes
• Strategic Indexing

Dividend Portfolios

• Dividend Core Portfolio
• Dividend Income Portfolio (coming soon)

Option Income Portfolios

• Covered Call Option Portfolio (coming soon)