In association with Global Financial Private Capital, we aim to offer actively managed portfolios to help the long-term income planning that our clients need. We can offer low- to moderate-risk portfolios and equity portfolios.
These are the investment platforms that we are currently offering. They are diversified in both risk and portfolio management.
Contact us at (707) 566-6775 or email us to discuss the platforms that we offer above so we can provide more information about our Wealth Management opportunities.
Clark Capital - Focus on managing risk and providing meaningful diversification while actively seeking global capital market opportunities
Astor Long/Short - Seeks to provide positive returns during market expansions by purchasing long equity ETFs while conversely utilizing short equity ETFs during contraction periods
Conservative Income with Growth - Seeks to deliver income by investing in a variety of investment vehicles, i.e. Bond Funds, Exchange Traded Funds (ETFs), & Closed-End Mutual Funds, in asset classes where the balance of risk and return potential is attractive
Braver - Tactical allocations between ETF/MF and cash that track high yield income bonds and money markets
Astor S.T.A.R. - Invests in Domestic Sectors and Assets which have the potential to outperform broader market indices
Federated - Seeks to deliver a dividend yield that is higher than the broad market, to invest in companies that are positioned to increase dividend distributions over time, and to pursue competitive performance in both up and down markets.
By contacting us you may be offered insurance and/or investment products for sale.