Many large wealth management firms and asset managers actively pursue campaigns directly opposed to most American’s pro-freedom, pro-democracy values. We vote client proxies with a pro-excellence agenda, not from a political lens.
Preserving American Values
Core Managed Portfolios
Resilient America
Our flagship portfolio, provides investors with large-cap, blue-chip, U.S. equity exposure.
40-50 large-cap, U.S., blue-chip stocks
100% equities
55% growth, 45% value stocks
Target dividend yield: 1%
Strategic Value
Dividend and value oriented portfolio with a higher dividend yield.
40-50 large & mid-cap U.S. stocks
100% equities
70% value, 30% growth stocks
Target dividend yield: 2.5%
High Dividend Yield
High yielding dividend equity portfolio with a focus on large cap U.S. stocks.
40-50 large-cap U.S. stocks
100% equities
100% value
Target dividend yield: 3.5%
Short Term Fixed Income
High quality, low duration fixed income focused on capital preservation.
ETF based portfolio
100% fixed income
High quality, low duration
Target dividend yield: 3%
Asset Allocation Models
Model portfolios that blend equities and fixed income based on your personal risk tolerance.
Aggressive growth: 90% stocks, 10% bonds
Growth: 80% stocks, 20% bonds
Moderate: 75% stocks, 25% bonds
Balanced: 60% stocks, 40% bonds
Conservative: 50% stocks, 50% bonds
Income: 20% stocks, 80% bonds
Get Started Today.
Minimum account size: $50,000
Starting fee rate: 1.00%*
Start aligning your portfolio with your values today.
Minimum account size: $50,000
Starting fee rate: 1.00%*
*Annual rate, billed monthly on assets under management
Take the next step by calling (630) 912-8431 or at the link below.