- 100% bond portfolio
- Conservative approach
- Income and safety paramount
- Ideal for risk-adverse investors
INCOME & GROWTH
- Blended bond and equity
- Income plus modest growth
- Conservative balanced portfolio
- Ideal for clients who want income with some growth potential
- Tactical asset allocation
- Growth portfolio invested in high momentum equity funds
- Exploits global opportunities
- Ideal for clients who want generous growth while keeping risk moderate
- Assets held in the client’s name
- Custodied at TD Ameritrade
- Monthly statements; Quarterly reports
- 24/7 access to accounts
TREND FOLLOWING APPROACH
PORTFOLIO ALLOCATIONS ADJUST TO MARKET REALITIES
There are good times to be invested and times when safety takes priority.
INDIVIDUAL INVESTMENTS SELECTED FOR MARKET FIT
We seek to invest in top performers within targeted asset classes.
PORTFOLIO POSITIONS MONITORED DAILY
Portfolio positions are monitored every day the markets are open.
CASH USED AS AN ASSET CLASS IN HIGH RISK MARKETS
While rare, there are times when portfolios could be 100% cash.
HOLISTIC FINANCIAL APPROACH
WHOLE PORTFOLIO AWARENESS
BCA portfolios are designed to balance other financial holdings
BETTER FINANCIAL DECISIONS
Financial planning expertise helps clients make better decisions