our portfolios

---

MacroEdge is an investment strategy that focuses on analyzing large-scale economic and financial trends. The strategy focuses specifically on four determinants, including global stability, the value of the U.S. dollar, U.S. Treasury rates, and inflation. Our analysts make investment decisions based on their analysis of these determinants to take advantage of opportunities and minimize risks. The portfolio may use different investment vehicles such as bonds, stocks, currencies, commodities, and alternatives to implement their investment decisions. The MacroEdge strategy provides investors with an approach to navigate the complex and ever-changing landscape of global markets.

The Golden Ratio portfolio is a method of dividing a portfolio into two parts using the Fibonacci sequence of 61.8% to 38.2%. The larger part is invested in equity or fixed income, while the smaller part is invested in fixed income or alternatives, at the discretion of the portfolio manager. The aim is to follow a diversified version of the traditional 60/40 portfolio and minimize risk through diversification and capital preservation while still allowing for some exposure to higher-risk investments and capitalizing on potential returns in both up and down markets. 

TailGuard is a portfolio designed to protect against tail risk losses, achieved by investing in assets that have a low correlation with the overall market. Tail risk refers to the potential for extreme and rare losses in an investment portfolio, and can be mitigated through diversification, risk management strategies, and understanding the underlying risks of investments. 

 ValueVest is a value-based portfolio that invests in companies or assets that are undervalued by the market using a bottom-up approach and a focus on quality companies. It uses a variety of investment vehicles such as stocks, ETFs, and mutual funds to achieve its investment objective. The portfolio is regularly monitored and rebalanced to maintain a value-oriented investment approach and the desired level of exposure to value stocks, with the goal of achieving long-term returns.

The Carlson Permanent Capital Strategy portfolio is a permanent concept portfolio that invests in stocks, bonds, cash, commodities, and market-neutral investments to provide investors with access to a wide range of asset classes. The portfolio aims to minimize risk through diversification and capital preservation by investing in assets with low correlation to each other. It seeks to capitalize on the long-term growth potential of stocks while mitigating risk through the use of bonds and cash and includes commodities and market-neutral strategies for exposure to different markets and strategies, as well as potential hedging opportunities. The portfolio's percentage in these asset classes does not change over time and should help during all 4 market cycles: growth, inflation, deflation, and staglfation.

The Tax-Optimized Growth Portfolio focuses on maximizing capital appreciation while minimizing the impact of taxes on the portfolio's returns by investing in tax-efficient vehicles such as index funds or ETFs, holding assets for long periods to take advantage of long-term capital gains rates, and carefully timing the sale of assets to minimize the impact of short-term capital gains taxes. The portfolio manager may also invest in tax-advantaged municipal bonds, which are exempt from federal income tax and may also be exempt from state and local taxes for certain investors. The strategy aims to balance the investor's risk and return objectives with tax efficiency through diversified asset allocation and tax-advantaged investment vehicles. 

The Tax-Smart Income and Preservation Portfolio prioritizes generating income while minimizing taxes and protecting the initial capital invested, achieved through a combination of strategies such as investing in tax-efficient assets, holding a mix of income-generating assets such as bonds and dividend-paying stocks, and potentially holding cash or other less risky assets. The portfolio manager may focus on companies with a history of consistent dividends and low volatility. The strategy aims to provide a steady stream of income while minimizing the risk of losing the initial investment, while also employing advantageous tax strategies to maximize the investor's return after taxes. 

The Global Impact Portfolio is an investment strategy that focuses on long-term global trends, aiming to provide exposure to companies and industries that address pressing world challenges. The portfolio offers investors an opportunity to benefit from the growth potential of companies that are at the forefront of solving problems and meeting the needs of a rapidly changing world. The strategy aims to achieve returns by focusing on emerging trends and opportunities, providing a specialized and potentially profitable investment opportunity for investors. 

Bespoke Investment Solutions offer open architecture completely custom investment portfolios tailored to the individual investor, with maximum flexibility in terms of asset selection, allocation, and strategy implementation. These portfolios are constructed and managed based on the investor's particular needs and goals, consisting of a mix of stocks, bonds, mutual funds, ETFs, and other investments that are chosen based on risk tolerance and investment objectives, with careful monitoring and adjustments made as necessary. With a portfolio minimum of $1 million, these solutions offer dynamic adjustments to potentially maximize returns and minimize risk.