Our individual equity and debt portfolios are great for those clients with larger accounts who want or need a little more sophisticated investment management. These portfolios are great options for those who want to reduce the volatility of their account or protect themselves from some of the companies that we believe are overvalued in today’s market. If that sounds like you, then you’ve come to the right place. We’ve designed these portfolios to protect your money first and foremost while still achieving the other goals that you’ve laid out for us.
For those socially-conscious clients, we’ve also designed our socially responsible portfolio. This allows us to take some of our favorite companies from an investing standpoint that also meet the MSCI ESG standards for sustainable investing and build a portfolio for your money. If corporate profits fall below responsible management on your list of priorities, then this portfolio may be perfect for you.