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  • Diversification is an important component of our portfolio strategy. It helps lower the risk of the overall portfolio and can provide opportunities for extra return.

  • In addition to traditional stocks and fixed-income securities, we also make opportunistic investments in other asset classes that are attractively valued relative to the equity and bond markets.

  • The decision to invest in these securities is always based on current market conditions, the diversification and return potential to the portfolio, and your risk tolerance.

Some of the opportunistic assets we invest in are:

Tactical Diversifiers

Mid & Small Cap Equiites

International Equities & Bonds


Energy MLPs


High Yield & Floating Rate

Preferred Stocks

Inflation Protected Securities