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  • money management
    money management This service is designed for busy individuals who wish to have full-time portfolio management and the benefits of decision-making by seasoned professionals.
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  • investor counseling
    investor counseling This service provides an evaluation of a portfolio, and recommendations for changes.
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  • invest academy
    invest academy Our one day course teaches a practical application for security analysis and monitoring.
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Capital Appreciation Strategy
The Capital Appreciation Strategy will invest up to 100% in equities. The primary focus of this strategy will be investments in small- and medium-sized U.S. companies. The overall goal for your account under this strategy is maximum capital appreciation, and no dividend income is expected. Investors in this strategy are interested in maximum growth, and are willing to endure the volatility and short-term trading that this may entail. In order to build real (inflation-adjusted) wealth over time, they understand they must invest in assets that potentially can (in unfavorable markets) show a capital loss over significant time periods, sometimes measured in years. Unlike our other objectives, there may be no diversification into international markets, so performance volatility may be greater during both market rises and declines.

Global Growth Strategy
The Global Growth Strategy seeks long-term growth of capital by investing in equity securities listed on U.S. and foreign stock exchanges. Dividend income is not a specific goal of this strategy, under which portfolios may be invested up to 100% in equities. Maximum growth investors are total return investors who are primarily interested in capital appreciation and are willing to take visible risks to achieve their goals. Current income is clearly a secondary concern. In order to build real (inflation-adjusted) wealth over time, they understand they must invest in assets that potentially can (in unfavorable markets) show a capital loss over significant time periods.

Balanced Strategy
The Balanced Strategy seeks to provide both growth and income for client portfolios, and is limited to a maximum equity exposure of 75%. Growth and income investors are interested in total return and use income to reduce risk. They want to preserve the real (inflation-adjusted) value of their capital while achieving an income stream from it. They understand that this goal requires assuming at least a moderate risk. They realize that their portfolios can, in unfavorable markets, show losses over a one-to-two-year period. However, they want portfolios in which cumulative negative total returns are unlikely over significantly longer periods of three to five years.

Income Strategy
The primary goal of the Income Strategy seeks is to provide current income for client portfolios, with capital appreciation a secondary goal, and a maximum equity exposure of 0% - 100%. Income and growth investors are generally conservative investors who place considerable value in a relatively stable income stream and whose requirement for more than nominal wealth enhancement is clearly secondary. However, these investors understand that investing for income is especially challenging because of wide shifts in Federal Reserve monetary policies and the fluctuation in interest rates that result.  They also understand that stocks and bonds can be volatile assets; while they are risk-averse and concerned with the prospect of capital losses other than for a short time period of one to two years they accept the increased risk associated with a maximum equity exposure of up to 100% in a low interest rate environment. The income strategy is natural for these investors, since quality income-producing assets tend to lessen capital loss over anything but short time periods, at the cost of a significant reduction in long-term real (inflation-adjusted) wealth creation.

Fixed Income Strategy
The Fixed Income Strategy seeks income and maintenance of inflation-adjusted purchasing power for client portfolios. Under this strategy, only fixed income investments will be purchased. Fixed-income investors are either very conservative or require a significant level of income from their investments. They want low volatility and a low probability of substantial capital losses. As such, they will concentrate on fixed-income investments (bonds) and have little or no equity (stock) exposure. They will avoid volatility but at the near-certain cost of a significant reduction in the long-term growth of their real (inflation-adjusted) wealth.