Three Buckets

Maximizing returns is not the goal for truly successful investors. Your success is measured by achieving the return required to meet your personal financial goals, while still being able to control risk. Our proprietary system utilizes the principles of behavioral finance to structure portfolio strategies designed to create purchasing power and manage volatility.

Bucket

Safety:

Preserve principal and reduce overall portfolio volatility

  • Liquid Cash
  • Defensive Approach
  • Low Volatility

Bucket

Income:

Generate cash flow while limiting volatility

  • To Support Fixed Expenses
  • Sustainable
  • Potentially Increasing

Bucket

Growth:

Manage volatility and focus on opportunity for appreciation, accept greater volatility

  • Tactical
  • Hedging Approach
  • Relative Return
  • Downside Protection
  • Strategic Accumulation
  • Growth Potential