Model Portfolio Service
Built to Fit Your Lifestyle of Lifestage
Our tailored portfolio model service is crafted to meet the unique needs of investors in various life stages. Centered on a growth-oriented strategy, we aim to optimize returns while aligning with individual risk tolerances. For young investors seeking wealth accumulation, our model emphasizes high-growth opportunities. As clients progress into mid-career, the portfolio adjusts to balance growth with stability. For those approaching retirement, a focus on wealth preservation becomes paramount. Through meticulous research and dynamic adjustments, our service ensures that investors experience a personalized and adaptive approach, fostering financial success at every stage of life.
Call - 1-866-745-2295 to speak with an Advisor.
Portfolio of the Day
AI Tech 2 Portfolio
Designed to harness the dynamic growth of the technology sector, our 5001 Series Portfolio aims for maximum expansion. With a risk rating of 6 to 7 on a 10-point scale, this portfolio offers a balanced approach to high growth potential. It typically holds 13 to 17 positions, adjusting throughout the year based on company earnings. Currently, our sector focuses include communications, security, gaming, alternative vehicles, and semiconductors.
Supercharge your retirement savings or achieve index-like returns with our customizable investment solutions.
While the portfolio carries a higher risk-to-reward ratio, we believe its strong performance can help investors bridge retirement funding gaps and achieve their financial goals
Categories
- Semiconductors
- Automobile & Auto Parts
- Software & IT Services
- Healthcare & Financial Technology
Portfolio Allocation
- Financial Technology- 6.0%
- Communications & Networking- 2.0%
- Semiconductors & Equipment- 46%
- Software & IT Services- 46%
Minimum Investment: $6500
