Portfolio overview

 

In order to tailor to each individual client's needs, we use a combination of custom-made portfolios, as well as five different pre-determined portfolios.  Each of these five portfolios provides a unique growth strategy that best meets the client's needs and investment objectives.  These portfolios are:

 

 

A brief description of the objectives and strategies of each fund, as well as performance results, are included in the Portfolio Performance section.