Portfolios

Our staff will work with you to determine which of our portfolios is suitable for your tolerance for risk, investment experience, age, income level, asset level, and financial needs and obligations.

PORTFOLIOS OFFERED

STANDARD BROKERAGE ACCOUNT

ACCOUNT SPECIFICS

PORTFOLIO* MINIMUM
Income $250,000
Strategic Real Return $100,000
Dividend Growth $100,000
Growth with Income $100,000
Growth $100,000

PREMIER ASSET MANAGEMENT ACCOUNT

ACCOUNT SPECIFICS

PORTFOLIO* MINIMUM
Income $250,000
Strategic Real Return $250,000
Dividend Growth $250,000
Growth with Income $250,000
Growth $250,000
Energy Managed Account $150,000
Precious Metals Managed Account $150,000

PORTFOLIO DESCRIPTIONS

Income

Primary emphasis on generation of current income; secondary emphasis on moderate capital growth. Focus on fixed-income instruments and high quality dividend paying equities. High exposure to interest rate risk; conservative to moderate exposure to market risk. Exposure to foreign risk and/or currency risk possible. (more)

Strategic Real Return

Primary emphasis on preservation of purchasing power by focusing on modest capital growth; some emphasis on generation of current income. Focus on conservative fixed-income instruments and/or conservative equities. High exposure to interest rate risk; conservative to moderate exposure to market risk. Exposure to foreign risk and/or currency risk possible. (more)

Dividend Growth

Primary emphasis on generation of current income. Focus on high quality dividend-paying equities and fixed-income instruments. Moderate to high exposure to market risk and some exposure to interest rate risk. Exposure to foreign risk and/or currency risk possible. (more)

Growth with Income

Primary emphasis on modest capital growth; secondary focus on generation of current income. Focus on high quality equities and fixed income instruments. Low to moderate exposure to interest rate risk; moderate to high exposure to market risk. Exposure to foreign risk and/or currency risk likely. (more)

Growth

Primary emphasis on achieving long-term growth and capital appreciation; generally little focus on generation of current income. Focus on moderate to aggressive equities and/or moderate to aggressive fixed-income instruments. Low to high exposure to interest rate risk; moderate to extremely high exposure to market risk. Exposure to foreign risk and/or currency risk highly likely. (more)

Energy

Primary emphasis on achieving aggressive long-term growth and maximum capital appreciation in energy sector; generally little focus on generation of current income. Focus on aggressive energy equities, a substantial portion of such may be foreign equities. Low to high exposure to interest rate risk; high to extremely high exposure to market risk and sector risk. Exposure to foreign risk and/or currency risk highly likely. The account represents a very high level of risk over a long time horizon and is likely to be extremely volatile. (more)

Precious Metals

Primary emphasis on achieving aggressive long-term growth and maximum capital appreciation in precious metals sector; generally little focus on generation of current income. Focus on aggressive precious metals equities, a substantial portion of such may be foreign equities. Low to high exposure to interest rate risk; high to extremely high exposure to market risk and sector risk. Exposure to foreign risk and/or currency risk highly likely. The account represents a very high level of risk over a long time horizon and is likely to be extremely volatile. (more)


INVEST WITH US

If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.


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