Each of our custom investment portfolios reflects 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.
Explorer invests in domestic Large Cap companies with a sector weight close to the S&P 500. Our investment team selects high-conviction, best-of-class companies in represented sectors. From there, we tailor sector weights based on macroeconomic conditions. Our intention is to concentrate resources on our highest conviction plays and tailor sector weighting, seeking an optimized upside and minimized drawdown.
Voyager invests primarily in domestic Large Cap companies with a sector weight similar to the S&P 500. Like Explorer, our investment team selects high-conviction, best-of-class companies in represented sectors. Voyager is differentiated by concentrating positions and weightings in high-growth sectors. Voyager is reserved for investors who have both the ability and willingness to take a risk-on approach with potential for outsized returns. *Accredited investors only.
Pioneer invests in domestic Large Cap companies with a sector weight close to the Russell 1000 Value index. Our investment team identified long-standing, high-performing domestic companies in various sectors. Pioneer’s mission is to provide consistent returns in equity markets, seeking to minimize downside by investing in steadfast American enterprises.
Expedition is our Colorado-only investment portfolio. Expedition holds some of the best publicly traded companies in Colorado for a niche focus. Expedition is an eclectic blend of Colorado-domiciled companies for a localized focus. Invest local and support Colorado with Expedition. *Accredited investors only.
Prospector is our proprietary selection of actively managed mutual funds and ETFs. Funds and ETFs are hand-selected by our investment team to provide a competitive option for it's represented asset class. Investments are closely monitored to help ensure clients receive appropriate risk/return results.
AAA - Our Investment Philosophy
ALPHA
Our mission as investment managers is to seek 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 may 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.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. 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.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Russell 1000 Value Index measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values.
Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
