Our Growth portfolios are best suited for long-term focused growth-oriented investors, with at least a 3-5 year investing time horizon, and who are not concerned with short-term volatility in the markets.

The portfolios invest primarily in individual shares (stock) of mid and large cap (sized) individual companies, diversified across various industries. They may also include exposure to bonds or other fixed income instruments, depending on an individual clients’ comfort level with risk and the current interest rate environment.

The goal of these portfolios is to grow our clients’ capital over time in a risk-controlled manner. The objective is to try and achieve above average risk-adjusted long-term returns versus the appropriate benchmarks. No leverage is employed to provide either income or returns.