Each of our custom investment portfolios reflect the values and lifestyles of our investors. Many of our clients are active, ambitious, and drawn to exploration, resilience, and achievement. Whether it’s navigating markets like uncharted waters, prospecting for opportunity, or forging a lasting legacy, these portfolios are a mindset of purpose-driven growth.
Prospector is our proprietary selection of actively managed mutual funds and ETFs. Funds and ETFs are hand-selected by our in-house CFA to provide a best-in-class option for its represented asset class. Investments are closely monitored to ensure clients receive optimal risk/return results.
Explorer pairs some of Prospector’s active investments with individual stocks hand-selected by our in-house CFA. Our intention is to concentrate large cap allocation to optimize risk/reward results, lower internal portfolio costs, and optimize diversification.
Voyager is our proprietary selection of individual securities only. Voyager is an all-stock portfolio in an aggressive allocation. Voyager is reserved for investors who have both the ability and willingness to take a risk-on approach with the potential for outsized returns. Voyager is reserved for accredited investors only.
Expedition is our proprietary Colorado-only investment fund. Expedition holds some of the best publicly traded companies in Colorado for a geographic focus. Its metrics are similar to a small/mid-cap blend and are often used in our Prospector and Explorer portfolios. Invest local and support local with Expedition.
AAA - Our Investment Philosophy
- ALPHA – Our mission as investment managers is to maximize value for our shareholders. One of the ways to quantify that value-add is through Alpha. Alpha is additional returns, adjusted for risk, when compared to a benchmark or benchmarks. We seek to generate Alpha, net of our management cost, so you can profit from our advice.
- ACTIVE – We believe in active management. There has been an ongoing controversy on the case of active vs. passive for years now. While we may use a passive investment to represent a specific asset class occasionally, we still believe that diligent research and a proactive approach will yield better returns – Alpha.
- ALLOCATION – Asset allocation is essentially diversification. Spreading risk/reward into different asset classes that perform in varying market environments. We’re mostly strategic (long-term) with some tactical (short-term) flair.
Note: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.
