Managed portfolios
for U.S. and
Non-U.S. investors

Professionally managed portfolios that are specifically tailored to your goals.

  • CAREFULLY CONSTRUCTED

    CAREFULLY CONSTRUCTED

    Portfolios that are carefully tailored to your specific goals, time horizon and investment risk profile.

  • CUSTODY AND EFFICIENCY

    CUSTODY AND EFFICIENCY

    We take advantage of our preferred custodian's financial stability, enhanced security and cost efficiency.

  • IDEAS FOR YOUR FUTURE

    IDEAS FOR YOUR FUTURE

    Our unique vision of the future determines the best asset allocation and securities used in each portfolio.

Assets held in custody by

Interactive Brokers logo

Income Portfolio

Asset Allocation

  • US Treasuries

    8%

  • US High Yield Bonds

    31%

  • US Corporate Bonds

    20%

  • US Aggregate Bond

    9%

  • Preferreds

    5%

  • International High Yield Bonds

    5%

  • Global High Yield Bonds

    5%

  • Emerging Markets Bonds

    12%

  • Dividend Paying Stocks

    2%

  • Real Estate Stocks

    3%
  • Fixed Income
    95%
  • Equity
    5%

High Income Portfolio

Asset Allocation

  • US Treasuries

    4%

  • US Investment Grade Corporate Bonds

    11%

  • US Aggregate Bond

    4%

  • US High Yield Corporate Bonds

    39%

  • International High Yield Bonds

    7%

  • Global High Yield Bonds

    7%

  • Emerging Market Bonds

    14%

  • Preferreds

    4%

  • Dividend Paying Stocks

    8%

  • Real Estate Stocks

    2%
  • Fixed Income
    90%
  • Equity
    10%

Income & Growth Portfolio

Asset Allocation

  • US Treasuries

    4%

  • US Investment Grade Corporate Bonds

    8%

  • US Aggregate Bond

    6%

  • US High Yield Corporate Bonds

    22%

  • International High Yield Bonds

    5%

  • Global High Yield Bonds

    5%

  • Emerging Market Bonds

    10%

  • Dividend Paying Stocks

    5%

  • US Value Stocks

    4%

  • US Growth Stocks

    4%

  • US Broad Stocks

    21%

  • Europe Stocks

    3%

  • Emerging Markets Stocks

    3%
  • Fixed Income
    65%
  • Equity
    35%

Moderate Growth Portfolio

Asset Allocation

  • US Treasuries

    4%

  • US Investment Grade Corporate Bonds

    9%

  • US Aggregate Bond

    6%

  • US High Yield Corporate Bonds

    18%

  • International High Yield Bonds

    4%

  • Emerging Market Bonds

    4%

  • Dividend Paying Stocks

    5%

  • US Value Stocks

    9%

  • US Growth Stocks

    8%

  • US Broad Stocks

    25%

  • Europe Stocks

    5%

  • Emerging Markets Stocks

    3%
  • Fixed Income
    45%
  • Equity
    55%

Aggressive Growth Portfolio

Asset Allocation

  • US Treasuries

    3%

  • US Investment Grade Corporate Bonds

    4%

  • US Aggregate Bond

    3%

  • US High Yield Corporate Bonds

    5%

  • US Value Stocks

    10%

  • US Growth Stocks

    10%

  • US Broad Stocks

    42%

  • Technology Sector Stocks

    14%

  • Europe Stocks

    5%

  • Emerging Markets Stocks

    4%
  • Fixed Income
    15%
  • Equity
    85%

Multisector Equity Portfolio

Asset Allocation

  • Technology Sector Stocks

    28%

  • Industrial Sector Stocks

    11%

  • Consumer Discretionary Sector Stocks

    10%

  • Consumer Staples Sector Stocks

    8%

  • Communication Services Sector Stocks

    8%

  • Financial Sector Stocks

    8%

  • Utilities Sector Stocks

    4%

  • Energy Sector Stocks

    8%

  • Health Care Sector Stocks

    4%

  • Real Estate Stocks

    2%

  • Europe Stocks

    4%

  • Emerging Markets Stocks

    5%
  • Fixed Income
    0%
  • Equity
    100%
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Your goals,our investmentstrategies

Tell us about yourself and your goals, and get investment strategies aligned to your needs, with the flexibility to evolve as your life changes.

Expedited account opening

  • 1STEP
    TELL US ABOUT YOUR INVESTMENT GOALS
  • 2STEP
    CONFIRM YOUR PORTFOLIO SELECTION
  • 3STEP
    ACCOUNT OPENING AND FUNDING

FAQ's

You have a question? we are here to help.

  • After completing an investors questionnaire and answering some basic questions about your time horizon, risk tolerance and liquidity needs, you will be presented with a portfolio to choose.

  • Management fees are quoted as annual fees and are charged on the total value of the portfolio on a prorated basis each month. We currently offer 6 portfolios which are: 0.80% for the INCOME PORTFOLIO; 0.90% for the HIGH INCOME PORTFOLIO; 1.00% for the INCOME & GROWTH PORTFOLIO; 1.10% for the MODERATE GROWTH PORTFOLIO; 1.20% for the AGGRESSIVE GROWTH PORTFOLIO and 1.20% for the MULTISECTOR EQUITY PORTFOLIO.

  • For US domiciled investors we offer Individual, Joint, Retirement (IRA, Roth IRA, SEP) and Trust accounts. For Non-US offshore domiciled investors we offer Individual, Joint, Corporation (Holding Company) and Trust accounts.