Drawing on over 30 years of investment experience, Scott develops a customized investment strategy for each client leveraging the 10 STAR Proprietary Growth Portfolio.
Every security selected for the 10 STAR Proprietary Growth Portfolio is put through a rigorous analysis of both qualitative and quantitative factors to determine if it is poised to appreciate.
The portfolio is made up of highly liquid securities, primarily stocks of companies based in the United States, international Exchange Traded Funds (ETFs) and cash for reinvestment.
The 10 STAR Proprietary Growth Portfolio is well-rounded and includes allocations across a spectrum of industry sectors.
By taking advantage of the growth objective of the 10 STAR Proprietary Growth Portfolio over time,
compounding investment gains can make a meaningful difference in asset accumulation.
In retirement, your assets are realigned into three portfolios to focus on your short-term, intermediate and long-term needs:
This segment holds three years of cash requirements in lower risk investments to cover your projected cash flow.
This segment invests in growth and income investments to replenish your cash and provide growth opportunities.
This segment is invested for growth over time to protect you from inflation and maintain your lifestyle through decades of retirement.