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401karat

Modern Investing Made Simple

833-527-2848

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Portfolio Styles

What is the best portfolio for you?

portfolio styles - strategic

Strategic Portfolios

Conservative Portfolio

In the Conservative Portfolio the investor seeks capital preservation, accepting lower return for lower risk.

Moderate Portfolio

In the Moderate Portfolio the investor seeks growth consistent with moderate risk.

Growth Portfolio

In the Growth Portfolio the investor seeks capital appreciation with some fixed income exposure.

Tactical Portfolios

Bull

The Tactical Portfolio is optimized when market indicators are positive, the investor seeks maximum capital appreciation.

Bear

The Tactical Portfolio is optimized when market indicators are negative, the investor seeks full capital preservation.

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Suite 103
Winter Park, FL 32789

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phone  833-527-2848

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