Portfolio Styles

The composition of your portfolio will be related to the degree of risk you are willing to accept. As a result, you can expect our advisors to work closely with you to ensure that the final composition of your portfolio accurately reflects the level of risk with which you are comfortable.

Following are examples of several portfolio styles:

Aggressive Growth Portfolio
This objective here is long-term capital appreciation. This strategy invests primarily in domestic and foreign equities, while seeking some stability with modest investments in fixed-income securities.

Growth Portfolio
Like the aggressive growth portfolio, this portfolio is slightly more conservative and less likely to contain holdings which are highly speculative.

Moderate Growth/Balanced Portfolio
By investing in both equity and fixed-income securities the owner of this balanced portfolio can enjoy an income stream if needed while still participating in the prospect of long-term growth.

Growth Portfolio
This portfolio is designed for the investor seeking income with extremely low volatility. Likely to be present in this portfolio are holdings such as preferred stock, 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, and various alternative investments.

Capital Preservation
This portfolio protects from capital loss and acts as a safeguard against inflation. It’s a strategy best suited for investors who seek stability and current income.

Alternative Investments
We seek out opportunities in alternative investments designed to take advantage of major macroeconomic trends in investment classes excluding capital stocks, bonds, and cash.

This asset allocation is a diversified approach across asset classes with a low correlation to stock and bond markets to maximize total return, in alignment with each client's risk profile and liquidity needs.

Alternative investments may include a wide range of assets such as real estate, commodities, private equity, hedge funds, art, collectibles, or cryptocurrencies.

Complimentary Portfolio Analysis
At SWM we are more than happy to provide you with a complimentary review of your existing financial portfolio. A phone call or Email is all that’s required to set up an appointment with one of our financial specialists.