Managed Growth

Profile – An Investor that is focused on capital accumulation and long term capital growth:

• Seeks to participate in the equity markets without as much market volatility while still maintaining upside exposure to the equity markets 
• Has long term time horizon 

The Managed Growth portfolio is designed for investors that seek long term wealth accumulation and growth.  

The portfolio invests in traditional asset classes and utilizes tactical shifts to the strategic asset allocation to mitigate the drawdowns in the portfolio.

The Portfolio is diversified across many asset classes and may invest in the following asset classes

Utilizing a strategic asset allocation in conjunction with Tactical strategies to achieve.