Portfolios The new Evolution of Retirement Income We design custom portfolios to protect during uncertainty and perform during prosperity. SCHEDULE YOUR STRATEGY SESSION Schedule Your Strategy Session our Portfolios Schedule Your Strategy Session Who We Serve Who We Serve While our portfolios are highly customizable, can serve a broad range of ages and needs, our services are ideally suited for clients in the 55-75 age range with portfolios of $250,000 or greater. Our SMART Portfolio is ideally suited for clients ages 35 plus. We are also able to serve clients across the U.S. What We Do What We Do We design, build, and manage custom retirement portfolios that are fully capable of simultaneously generating stable growth, increasing income, and preservation of principal throughout a client’s lifetime, with only limited downside market risk. How We Do It How We Do It Because certain financial vehicles are good at some things and poor at others no single product can achieve all of the important objectives that most retirees have. Through the correct blending of vehicles together, multiple objectives can be met at the same time.