301 Forest Avenue, Laguna Beach, California 92651
1-949-464-1900

Investment Portfolios

MANAGED INCOME

  • 100% bond portfolio
  • Conservative approach
  • Income and safety paramount
  • Ideal for risk-adverse investors

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INCOME & GROWTH

  • Blended bond and equity
  • Income plus modest growth
  • Conservative balanced portfolio
  • Ideal for clients who want income with some growth potential

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MOMENTUM

  • 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

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TRANSPARENCY

  • Assets held in the client’s name
  • Custodied at TD Ameritrade
  • Monthly statements; Quarterly reports
  • 24/7 access to accounts

TREND FOLLOWING APPROACH


MANAGED-INCOME

PORTFOLIO ALLOCATIONS ADJUST TO MARKET REALITIES

There are good times to be invested and times when safety takes priority.

MOMENTUM

INDIVIDUAL INVESTMENTS SELECTED FOR MARKET FIT

We seek to invest in top performers within targeted asset classes.

INCOME-GROWTH

PORTFOLIO POSITIONS MONITORED DAILY

Portfolio positions are monitored every day the markets are open.

CASH

CASH USED AS AN ASSET CLASS IN HIGH RISK MARKETS

While rare, there are times when portfolios could be 100% cash.

 


HOLISTIC FINANCIAL APPROACH

holistic investment process

WHOLE PORTFOLIO AWARENESS

BCA portfolios are designed to balance other financial holdings

better decisions

BETTER FINANCIAL DECISIONS

Financial planning expertise helps clients make better decisions