What’s your vision for a solid financial future?
Our Investment Philosophy
To achieve that, we recommend investment strategies for you that we believe will help you most efficiently reach your financial goals. We firmly believe that the way to grow your portfolio’s value is through ownership of equities. The proprietary strategies we’ve developed are driven by data and discipline, and strive to provide you with outperformance in income and/or growth while screening to mitigate downside risk. Your tolerance for volatility and risk are also an important part of the equation.
Innovative Portfolio Strategies
For more information on any of these strategies, click on the portfolio name or contact us today.
Growth Portfolios
IntelliBuilD® Growth
Thirty-three growth stocks selected with strong quantitative scores from Investor’s Business Daily and William O’Niel.
Bulls of the Dow
Ten stocks in the Dow Jones Industrial Average selected for strong downside scores, rebalanced quarterly.
Outlier Growth
A diverse portfolio attempting to identify stocks early in a growth cycle with the goal of capital appreciation.
Growth & Income Portfolios
Dividend Growth and Income
A high-quality portfolio of dividend-paying stocks selected for income growth and appreciation.
Covered Call Income
A portfolio seeking stocks based on downside risk scores to purchase and then writing call options. The primary objectives are income and capital appreciation.
Real Estate Income and Growth
A fully invested portfolio of publicly traded Real Estate Investment Trusts (REITs) with the goal of generating current income and seeking the opportunity for capital appreciation.
Fixed Income Portfolio
Preferred Stock Income
A portfolio seeking income through higher-yielding preferred equities.
Option Overlay Strategy
Index Income Overlay
A strategy utilizing put option spreads over an existing portfolio. It sells a put on the S&P 500 Index (or similar ETF) and buys a lower put for insurance.