Investment Strategies

 

 

Sequoia

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sequoia℠ is a fixed income strategy that seeks to provide a high level of current income consistent

with the preservation of capital. Capital appreciation is a secondary consideration.

 

Designed using a Modern Portfolio Theory framework, Sequoia's portfolio construction is based upon time-proven financial

principles. It is an actively managed, diversified strategy employing Quantum Technalysis Security Positioning.

 

Proven Performers are targeted for use as a component of the strategy's asset allocation. These are high-quality stocks

recognized for their financial strength and superior dividend track records (i.e., at least twenty consecutive years of dividend

increases).  Sequoia's fixed income securities allocation may include investment grade corporate bonds as well as bonds

issued by the U.S. government, its agencies or instrumentalities, including obligations that are not guaranteed by the

U.S. Treasury. Tax-free securities are used when appropriate. Non-U.S. securities may be utilized.

 

 

 

 

Diversified Dividend-Growth℠ is a balanced investment strategy blending high quality fixed

income and equity securities selected to achieve the objectives of capital preservation, income,

and long-term growth.

Designed using a Modern Portfolio Theory framework, Diversified Dividend-Growth's portfolio construction is based

upon time-proven financial principles. It is an actively managed, diversified strategy employing Quantum Technalysis

Security Positioning.

 

Proven Performers are targeted for use as a component of the strategy's asset allocation. These are high-quality stocks

recognized for their financial strength and superior dividend track records (i.e., at least twenty consecutive years of

dividend increases).

Other common stock investments will usually have a value-orientation; these securities may be issued by domestic or

Non-U.S. companies of any size. Capital is also targeted to be allocated among securities from the following investment

categories: U.S. government and other investment grade bonds, including securities not guaranteed by the U.S. Treasury,

preferred stocks, short-term fixed income instruments, and real estate investment trusts (REITs).

 

 

 

 

Global Broad Market is a balanced investment strategy blending high quality fixed income

and equity securities from around the world selected to achieve the objectives of capital

preservation, income, and long-term growth.

 

Designed using a Modern Portfolio Theory framework, Global Broad Market's portfolio construction is based upon

time-proven financial principles. It is an actively managed, diversified strategy employing Quantum Technalysis

Security Positioning.

 

Proven Performers are targeted for use as a component of the strategy's asset allocation. These are high-quality

stocks recognized for their financial strength and superior dividend track records (i.e., at least twenty consecutive

years of dividend increases).

 

Other common stock investments will usually have a value-orientation; these securities may be issued by domestic

or Non-U.S. companies of any size. Capital is also targeted to be allocated among securities from the following

investment categories: U.S. government and other investment grade bonds, including securities not guaranteed

by the U.S. Treasury, preferred stocks, short-term fixed income instruments, and real estate investment trusts (REITs).

 

 

 

 

Commander℠ is an equity investment strategy blending high quality fixed income and equity

securities selected to achieve the objectives of capital preservation and long-term growth.

 

Designed using a Modern Portfolio Theory framework, Commander's portfolio construction is based upon

time-proven financial principles.  It is an actively managed, diversified strategy employing  Quantum

Technalysis Security Positioning.

 

Proven Performers are targeted for use as a component of the strategy's asset allocation. These are high-quality

stocks recognized for their financial strength and superior dividend track records (i.e.,  at least twenty consecutive

years of dividend increases).

Other common stock investments will usually have a value-orientation; these securities may be issued by domestic

or Non-U.S. companies of any size. Capital is also targeted to be allocated among securities from the following

investment categories: U.S. government and other investment grade bonds, including securities not guaranteed

by the U.S. Treasury, preferred stocks, short-term fixed income instruments, and real estate investment trusts (REITs).

The strategy may seek capital appreciation primarily through short sales of equity securities when overall market

valuations are high, and through long positions in equity securities when overall market valuations are low.

 

 

 

 

The three value-oriented strategies comprising the Zenith Series utilize high quality fixed income and equity securities.

Historically, securities classified as "Value", or as being contrarian in nature have provided a cushion in down markets,

and have displayed a very attractive performance trend (although past performance is no guarantee of future results).

The Zenith Series includes:

           Zenith℠ - A diversified equity investment strategy emphasizing the preservation of capital and growth.

           Zenith Equity & Income℠ - A balanced investment strategy emphasizing the preservation of capital,

                                                         income, and growth.

           Zenith Total Return℠ - A fixed income investment strategy emphasizing the preservation of capital,

                                                 current income, and moderate growth.

 

 

 

 

Relying heavily on exchange traded funds (EFTs) for core equity positions, the Platinum Investment Strategy Series

is ideal for long-term investors with modest, investment capital bases. The three strategies comprising the Platinum

Series are actively managed and utilize the firm's proprietary investment process known as Quantum Technalysis

Security Positioning. These investment strategies are appropriate for investors with long-term investment horizons.

The use of high-quality securities and diversification among multiple asset classes are principal components of the

Platinum Series. At any time, the securities used may include one or more of the following: common and preferred

stocks, convertibles, American Depository Receipts (ADRs), real estate investment trusts (REITs), corporate and

government fixed income securities, non-convertible preferred stocks, and cash equivalents.

The Platinum Series includes:

           Platinum Worldwide Growth℠- A diversified equity strategy emphasizing the preservation of capital and growth

                                                                by investing in the securities of companies throughout the world.

           Platinum Capital & Income Builder℠- A diversified balanced strategy emphasizing the preservation of capital,

                                                                           income, and growth.

           Platinum Total Return℠- A diversified fixed income strategy emphasizing the preservation of capital, current income,

                                                     and moderate growth.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Investment Strategies

Sequoia

Diversified Dividend-Growth 

Global Broad Market

Commander

Zenith Investment Strategy Series

Platinum Investment Strategy Series

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