This portfolio program is well suited for a general investment or savings portfolio—an investor looking to grow their investment at a moderate rate without a long-term investment horizon. Perhaps even for a real estate investor looking to diversify. The portfolio approach primarily consists of US registered index ETF’s and derivatives, more specifically, options. The portfolio approach also takes advantage of leverage (margin). The advisor is actively engaged in managing positions based on the current market and economic trends.
You are here: / / We are thrilled to announce our third managed portfolio program: Structured or Defined Outcome Portfolio