PERFORMANCE
Active Strategies
The Porter Retirement Strategy
Seeks income and capital appreciation.
The Porter Moderate Strategy
Seeks capital appreciation with some income.
The Porter Growth Strategy
Seeks capital appreciation.
The Porter Aggressive Strategy
Seeks maximum capital appreciation.
Passive Strategies
The Porter Target 60-40 Strategy
Seeks capital appreciation and income in line, or greater than an unmanaged 60/40 Index based approach.
The Porter Target 100 Strategy
Seeks capital appreciation in line, or greater than an unmanaged 100% Equity based Indexed approach.
Work with a dedicated investment Fiduciary advisor allow you to ...
- Match expectations
- Maximize options
- Delegate to trusted specialist
Would it make sense to explore whether we're a good match for what you are looking for?
If so, then here’s how we approach this – no pressure, just a clear process to help you make the decision for yourself..
Step #1
Introduction and Discovery Meeting
We will spend the first 15 minutes getting to know each other and determine if we are a good fit to work together.
Step #2
Review our Analysis and Assessment
In this 30-45 minute meeting, we will review the findings of our P-PRO process. and show you any hidden risk in your current portfolio.
Step #3
Time to Reflect
Now is the time for you to reflect, without us, on everything we’ve discussed.