Preserve and Grow

Designed for those who prioritize capital preservation without sacrificing income potential.

Our Conservative Portfolio employs a disciplined, risk-aware strategy. We prioritize high-quality, dividend-paying stocks and stable fixed-income investments to provide a foundation for steady, long-term growth.

Stocks
30
%
Cash
60
%
Fixed Income
10
%

How We Work

Step by Step

1

Identifying Bedrock Investments

2

Minimizing Volatility

3

Balancing Income and Growth

First step

Stability Screening

We screen the S&P 1500 for large-cap, financially stable companies with consistent dividend histories.

Second step

Risk Assessment

We analyze each potential investment for its historical stability and resistance to market downturns.

Third step

Yield Optimization

We fine-tune the portfolio allocation to maximize steady income while maintaining potential for modest capital appreciation.

Primary Investments

Stocks

Large and mega-cap stocks and ETFs for growth and stability.

Fixed Income

Diverse bond ETFs for risk management and income.

Cash

Money market funds for liquidity and capital preservation.

Meet with an Advisor

Ready to take the next step? Connect with our experts and chart your path to financial success.

Book a Call