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Our Devoted Investment Models

If you have decided that values based investing is right for you that’s great, but there is still one more question to answer.  What type of investor are you?  Are you an aggressive risk taker who loves watching the markets and isn’t scared of some volatility, or does the idea of stashing cash under your mattress not seem too crazy to you?  No matter your risk tolerances, we have an investment model that should work for you. 

Conservative

This model is for those who seek to minimize fluctuations in market values by taking an income-oriented approach with some potential for capital appreciation.

Balanced Income

This model is for those who seek a good balance between income but still want capital appreciation and can withstand some fluctuations in market value.

Growth & Income

This model is for those who seek the potential for capital appreciation and some income and can withstand moderate fluctuations in market value.

Balanced Growth

This model is for those who have a preference for growth and can withstand significant fluctuations in market value.

Growth

This model is for those who seek aggressive growth and can tolerate wide fluctuation in market values, especially over the short term.

Do you have questions on the type of investor you are?
Get In Touch With Us Today!