Investment Programs
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Stage 1 Investor Portfolios

The Stage 1 Investor Portfolios are designed to provide a rich depth of investment management at a reduced entry level.

If you are just starting out or using this as a program to help diversify other investments, this may be a good fit.

OVERVIEW

  • Low Cost Actively Managed Funds and Passive ETFs
  • NO Transaction/Trading Fees*
  • Advisor Crafted – Risk Based Portfolio Creation
  • Personalized Asset Allocation
  • Ongoing Professional Oversight and Rebalancing
  • Worldwide Asset Class Exposure
  • Secure Online Account Access
  • Performance Reporting
  • Secure Portfolio Access 24/7 On Any Device

    • $25,000 minimum per account ($100,000 maximum)

    * Some positions must be held for at least 60 days to qualify.
    Stage 2 Investor Portfolios

    The Stage 2 Investor Portfolios have been optimized with a greater diversity of investments.

    This program may be best suited as a core portfolio for long-term investors.

    Stage 2 Portfolios have an expanded selection of actively managed funds which are thoroughly researched to enhance diversification.

    All of the benefits of Stage 1 Portfolios – PLUS:

  • Additional Sector Diversification
  • Access to High Barrier to Entry Investments
  • Increased Exposure to Uncorrelated Asset Classes
  • Multi-Manager Alternative Investment Exposure
  • Enhanced Active Manager Fund Selection
  • Broader Scope of Investments
  • Incorporation of Contrarian, Absolute Return, Long-Short Equity and Arbitrage Strategies
  • Additional exposure to small and mid cap international companies
  • Increased diversification to fixed income strategies in order to potentially reduce overall volatitlity
    • $100,000 minimum per account
    Basic Schedule of Annual Fees (Paid on pro-rata monthly basis)
    Up to $100,000 – 1.25 % Fee
    Over $100,000 – 1.00 % Fee


    Example: The blended rate for a $200,000 account will be 1.125 %
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