Do Your Investments Bring You Joy?

We Can Build You a Beautiful Stock Portfolio

Aggressive Growth Portfolio

11% Average Annual Return
  • A more focused portfolio comprise of stocks from the Growth Portfolio which have more rapid profit growth and/or are timely
  • 15 to 25 stocks
  • $50,000 Minimum Account Size
  • Individual and Joint brokerage accounts, IRA's, Rollover IRAs, and SEPs
  • 3% per year Management Fee

Growth Stock Portfolio

12% Average Annual Return
  • Our flagship portfolio is comprised with large and small companies with estimated long-term growth rates (Est. LTG) of 15% or more per year
  • 30 to 50 stocks
  • $100,000 Minimum Account Size
  • Individual and Joint brokerage accounts, IRA's, Rollover IRAs, and SEPs
  • 3% per year Management Fee
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Conservative Stock Portfolio

5% Average Annual Return
  • A portfolio with safer stocks which are often Blue Chips and/or pay dividends. Stocks with Est. LTG plus dividend yield of 10% or more per year
  • 30 to 50 stocks
  • $100,000 Minimum Account Size
  • Individual and Joint brokerage accounts, IRA's, Rollover IRAs, and SEPs
  • 2% per year Management Fee