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Investment Strategies
Investment Style
We specialize in active and flexible investments. We build and allocate portfolios to tap into investment opportunities around the globe to help meet our client's needs.
Investment Philosophy
We believe that capitalism is the best economic structure for our imperfect world. That principle guides all of our investment decisions. And by approaching every investment as if it were for one of our own family members, we strive to invest your portfolio in opportunities that fit your goals, risk tolerances, income needs, and overall wealth building outlook.
Top-Down Approach
First, we search broadly and globally to find opportunities that might be a good fit for our strategies to coincide with your goals. Then, we narrow those down to the specific investments we believe will provide a more defined allocation, potential for growth and income.
…And then – a Bottom-Up Approach
Every investment in our strategies - stocks, ETFs, bonds, funds, etc. - are all analyzed by Bryan’s 35+ years of experience.
Our Investment Portfolio Objectives
Conservative Portfolio
Objective: The goal for a conservative investment strategy is to create a diversified portfolio that balances income and growth while also managing risk. The emphasis is on generating income through dividends, interest, and other sources, while also seeking some capital appreciation over the long term. This strategy strives to provide investors with a steady stream of income. Covered call option strategies may be employed to enhance income. Overall, Bryan Perry aims to provide a stable return on investment while managing risk through diversification and income generation.
Growth & Income Portfolio
Objective: By investing in a variety of growth and income-oriented assets, the growth and income strategy aims to offer investors a balance of growth potential and income. By doing this, Bryan Perry aspires to offer investors a consistent flow of income while also diversifying into long-term capital appreciation investments through growth-oriented securities.
Income Portfolio
Objective: To provide current income, with capital appreciation as a secondary objective to investors with a higher risk tolerance for income generation that strives to exceed that of short-term conventional investment grade fixed income assets.
Tactical Growth
Portfolio
Objective: Bryan Perry’s Our tactical growth strategy is designed to focus on maximizing returns while striving to manage risks by investing in leading companies in their respective fields with growth potential, offering innovative products and services to a rapidly expanding marketplace. He focuses on identifying companies with sustainable competitive advantages, strong management teams, and a proven track record of delivering consistent growth. By investing in such companies, we believe we can generate superior returns over the long ter.