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Investment Strategies

ABOUT OUR RISK ASSESSMENT PROCESS

Our risk assessment process utilizes scientific data to accurately pinpoint your individual risk tolerance, by way of a personalized risk number. Your risk number allows us to strike the perfect balance of risk and protection to most optimally allocate your assets in a way that leaves you comfortable, yet prepared to meet your financial goals.

Aggressive Growth Strategies

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Aggressive Growth

Designed for the aggressive investor seeking long term capital appreciation through a diversified equity allocation focused on both technical and fundamental equity analysis.

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Artificial Intelligence

Designed for the aggressive growth investor seeking to make a concentrated investment in companies that lead in the field of machine intelligence.

Growth Strategies

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Growth

Designed for the growth investor seeking long-term capital appreciation through a diversified equity and fixed income allocation.

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Moderate Growth

Designed for the moderate growth investor seeking long term capital appreciation and income through a diversified equity and fixed income allocation.

Conservative Strategies

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Conservative Growth

Designed for the conservative investor seeking income through a diversified fixed income allocation that includes an inflationary hedge.

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Capital Preservation

Designed for conservative investors seeking income through a diversified fixed income allocation.

Alternative Strategies

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Socially Responsible

Designed for the aggressive growth investor seeking investment in companies who fight social injustice while leading in the areas of environmental sustainability.

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Cornerstone

Designed for the aggressive growth investor seeking investment in companies that are faithful stewards of God's gifts and respect the foundational beliefs of our shared Christian faith.

READY TO GET STARTED?

Answer a few simple questions to help us better understand your needs and risk tolerance.