Four Types of Accounts

 Focused Equity Strategy

Accounts using this strategy will be invested in a portfolio of approximately twenty-five growth and value stocks.  The goal is long-term capital appreciation. 

Dividend Opportunity Strategy

This approach emphasizes high dividend yield, total return, and low volatility.  It is a more conservative program than the Focused Equity Strategy.  Each individual portfolio contains up to thirty-five stocks of established companies that pay high quarterly dividends.  The goal is income plus capital appreciation.

Balanced Account

This type of account stresses a balanced portfolio of large cap stocks plus bonds.  The goal is current income, appreciation, and lower volatility. 

Technology Account

The Technology Strategy invests exclusively in technology stocks.  This approach must be considered as having the highest degree of risk and volatility, but also the greatest opportunity for substantial gains.  It should be considered for sophisticated investors with a long-term time horizon and the ability to withstand the swings in the price of technology stocks.