SWM Growth Strategy
This portfolio's primary concern is to potentially outperform the passive S&P 500 index with less volatility through more sensible portfolio construction.
- This strategy is a multi market cap, multi sector approach for balanced equity allocation.
- We have a trading discipline that removes emotion from the equation.
- Disciplined rebalancing- helps avoid over-concentration in specific sectors, industries, companies or asset classes.
- We invest in well-established companies, Exchange Traded Funds and mutual funds with strong market liquidity.
- We manage each individual position and are pro-active, not re-active to market or economic conditions.
Whether we invest in individual stocks, ETF’s or mutual funds, we use technical and fundamental analysis to determine our buy and sell points.
SWM Growth and Income Strategy
This strategy is designed to provide attractive long-term growth with lower volatility than an equity only portfolio. The income portion of the portfolio allows for investors to receive a stream of income if needed.
- This portfolio should have some growth exposure, with a fixed income component.
- The growth side of the portfolio is similar to our SWM Growth Strategy.
- The Income side of the portfolio is similar to our SWM Income Strategy.
- Some of the fixed income components will include, but are not limited too:
- Preferred stocks
- Corporate and High yield bonds
- Private and public REIT’s and note offerings
- High yielding common stocks
- Fixed and equity indexed annuities
- Government Securities
- Certificates of Deposit
- Municipal Bonds
- Money Market Funds
SWM Income Strategy
This portfolio is designed for an investor that is primarily seeking income with extremely low volatility. This portfolio will have very little exposure to the stock market.
Some of the fixed income components will include, but are not limited too:
- Preferred stocks
- Corporate and High yield bonds
- Private and public REIT’s and note offerings
- High yielding common stocks
- Fixed and equity indexed annuities
- Government Securities
- Certificates of Deposit
- Municipal Bonds
- Money Market Funds
SWM Growth Mutual Fund and ETF Strategy
This portfolio is designed to seek long-term growth without the volatility of individual securities.
- We will invest in multi-cap, multi sector and multi geographic mutual funds and ETF’s.
- We will use either no-load mutual funds or loaded mutual funds that we can purchase at net asset value (NAV).
- Although this portfolio is not designed specifically for income, it can be structured to do so, by request of the client.
