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Proprietary management
Our Proprietary Management
Our proprietary portfolio management focuses on outperforming benchmarks like the S&P 500 through four tailored strategies balancing growth and risk. The Equity Innovation Portfolio targets high-growth companies with revenue growth exceeding 25%, while the Low Volatility Portfolio emphasizes stability with 7–12% growth targets. Alongside our managed portfolios, we provide customized solutions designed to align with diverse financial goals and deliver superior long-term results.
Equity Innovation SMA
Explore cutting-edge innovation with our Equity Innovation SMA, targeting dynamic companies at the forefront of Artificial Intelligence, Cloud Database Storage, and Fintech. These firms are not just participating in their sectors; they are driving their transformation, poised for substantial impact with an anticipated revenue growth trajectory of over 25%.
Equity Growth SMA
Our Equity Growth SMA strategically places you in the ranks of Large Cap industry pioneers, showcasing not only robust market caps but also remarkable growth and profitability. We pinpoint sectors like Semiconductors and Software Infrastructure that are essential to economic progress, aiming for a revenue growth sweet spot between 15-25%.
Equity Core SMA
The Core Equity SMA is your gateway to investing in industry titans who not only shape but also command their market sectors. With a focus on areas such as Consumer Electronics and Healthcare, we target companies that are industry benchmarks, striving for a consistent revenue growth target of 12-15%, which is a testament to enduring market influence.
Equity Low Volatility SMA
Solidify your investments with our Equity Low Volatility SMA, which concentrates on industries known for their resilience and steady performance, such as Consumer Goods and Healthcare. The fund is dedicated to firms that offer both a foundation to daily life and a potential for stable revenue growth of 7-12%, ensuring a balanced portfolio with minimized risk.
Contact
Questions? Seeking Further Insight?
Share insights into your current personal and financial status free of charge and with no strings attached. You'll have the chance to interact with a professional in wealth management, providing a space for tailored conversation and responses to all your queries.
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