Growth Portfolio

The objective of the Growth Portfolio is to produce long-term capital growth by focusing on high quality, large capitalization companies with strong fundamental characteristics and management teams, attractive growth prospects, and reasonable price appreciation expectations. We are specifically interested in stocks with above-average earnings growth expectations, stocks that trade at a P/E multiple below their long-term growth rate, and that generate a return on equity (ROE) of 15% or higher. The Growth Portfolio generally invest in individual equities for U.S., size, style and sector exposures.  

The Growth Portfolio consists of mostly stocks expected to appreciate, taking into account long-term potential and potentially large short-term price fluctuations. An investor seeking this portfolio has a high risk tolerance and a long-term investment time horizon. Generating current income isn’t a primary goal. Some examples of individuals who might suit this portfolio can be seen below:

• HENRY's (High Earners Not Rich Yet)
• Young Professionals
• Retirees looking to maximize legacy assets*

*Retirees should consider this portfolio if they have a high risk tolerance, do not rely upon the funds, and intend to use it towards leaving a legacy for their children or loved ones.