Concentrated Growth Strategy

Description: This is the most aggressive strategy we offer.  It is a concentrated portfolio that typically holds between 1 and 6 individual stocks.  The stocks that are bought are often early-stage companies that have the potential for industry disruption and/or high-growth.  The positions are managed actively and may be held anywhere from a few days to a few years.  Our method often involves the purchase of recent IPOs, especially those in the technology sector.  The strategy may also use hedging tactics to lower volatility when we perceive that market risk is high.

Minimum: 10,000

Fee: 2%

Performance: Performance shown is after fees.

Model 2019 (ytd)  2018  2017
Concentrated Growth 30.88% -8.67% 94.2%

*YTD as of 9/30/19