Investment Strategies
Every portfolio blends three purposes: compounding your money (Growth), generating cash flow (Income), and managing risk (Diversification). Your CIO determines the right blend based on your timeline, income needs, and genuine risk tolerance.
Growth
Long-term capital appreciation through 15–25 concentrated positions. Every holding individually selected against our full ethical screen.
- 15–25 stocks
- 5+ year horizon
- 97.6% active share (as of Feb 2026)
Income
Current income through bonds, preferred stocks, CEFs, and other income-producing securities. Lower volatility than Growth.
- 5–15 holdings
- 1–3+ year horizon
- Flexible instruments
Diversification
Tactical risk management through diversified funds. Intended to reduce sequence-of-returns risk and complement concentrated equity.
- 5–15 funds
- Tactical complement
- Best-effort screening
Comparing the Three Strategies
| Feature | Growth | Income | Diversification |
|---|---|---|---|
| Purpose | Long-term capital appreciation | Current income and capital preservation | Risk management and diversification |
| Holdings | 15–25 individual stocks | 5–15 income-producing securities | 5–15 diversified funds |
| Instruments | Direct equity only | Stocks, preferreds, bonds, CEFs | Equity and fixed income funds |
| Time horizon | 5+ years | 1–3+ years or drawdown phase | Tactical complement |
| Who it's for | Long-term growth seekers | Income needs or shorter horizon | Broad market exposure and risk distribution |
| Ethical screening | Full screen — every position individually selected | Individual securities screened; funds best-effort | Aligned funds, best effort |
See where you fit
Ready to see which blend fits your situation? Start with the intake form — it takes about 15 minutes and covers values, timeline, and risk tolerance. No commitment required.
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