Custom Portfolios

Portfolios are customized to fit the needs of the client. Portfolios can be:

Growth, which is an equity-only portfolio;
Aggressive Growth, which is an equity-only portfolio;
Growth and income, which is an equity-only portfolio including growth stocks and dividend paying stocks;
Balanced, which is a portfolio of equities and fixed income securities.

Portfolios can be domestic, international or a combination.

In the case of international equities and fixed income, mutual funds will be used, otherwise individual positions will be selected for the portfolio.


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