Strategies for every investor profile.
Each portfolio is purpose-built for a specific objective and risk profile. All share the same research backbone, the same execution standard, and the same alignment with your interests.
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Equity Growth
Concentrated equity exposure to compounders with durable growth runways. Built for investors with a 5+ year horizon.
Artificial Intelligence
Speculative level exposure to companies involved in the development of, implementation of, or usage of artificial intelligence. Not suitable for all investors.
Broad Equities
A large swath of publicly traded equities with strong financials, designed to closely track the S&P 500. The portfolio is not designed to outperform significantly, but rather provide a solution for the rapidly emerging problem of index concentration.
Equity Income Portfolio
Yield-focused allocation across dividend paying equities for reliable cash flow retaining exposure to equity upside.
Real Estate
Broad selection of Real Estate Investment Trusts (REITs) as well as homebuilders, mortgage lenders, or other companies operating in the real estate space. This portfolio targets a sizable dividend yield relative to the S&P 500, allowing investors to be exposed to upside with reduced volatility.
Top 5
High-conviction concentration in our five highest-ranked names. Selections are determined using fundamental analysis of sector trends, corporate financials, and recent price movement. For investors comfortable with idiosyncratic risk.
Top 10
High-conviction concentration in our ten highest-ranked names. Selections are determined using fundamental analysis of sector trends, corporate financials, and recent price movement. For investors comfortable with idiosyncratic risk.
Speculative Growth
High-conviction concentration in equities determined to have explosive return potential, as measured by revenue and profit growth, sector expansion, and price movement. For investors comfortable with idiosyncratic risk.
Equity Value
Broad selection of equities priced at a fair valuation as determined by cash flow, income statements analysis, and balance sheet strength. Designed to minimize market risk, this portfolio targets a low correlation to the S&P 500, as measured by Beta.
Energy
Broad selection of companies operating in the energy sector. Extremely exposed to sector concentration risk, and designed for investors wishing to speculate on the energy sector's direction.
Technology
Broad selection of companies operating in the information technology sector. Extremely exposed to sector concentration risk, and designed for investors wishing to speculate on the IT sector's direction.
Still not sure which fits?
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