Our Wealth Management Process will provide the expert guidance to help you create an asset allocation which best suits your risk tolerance while bearing in mind your time horizon. Here is a brief look into some of strategies our portfolio managers implement for their retirement-driven portfolios.
Income and Growth
The objective of the Income and Growth portfolio is to provide lower volatility than the S&P 500 while generating higher yields. The securities in this portfolio will be income producing and will include both stocks and bonds.
High Income Target
The objective of the High Income Target portfolio is to provide high current income with volatility lower than the S&P 500 and long-term bonds. Both credit risk and interest rate risk are fully analyzed.
The objective of the Balanced Account portfolio is to provide both capital appreciation and income, with volatility that is less than the S&P 500. Both bonds and stocks will be used in this portfolio. A covered call strategy may be employed to enhance income and provide for risk reduction.
Dividend Covered Call
The objective of the Dividend (Covered Call) portfolio is to provide both capital appreciation and income with an emphasis on growth. The securities in this portfolio will consist mainly of large, blue chip, dividend paying equities. A covered call strategy may be employed to enhance income and provide for risk reduction.
The Equity Appreciation portfolio is for long-term investors seeking capital appreciation. This is an all equity portfolio and may include equities of all capitalization as well as foreign stocks.
Information provided herein has been obtained from sources that are deemed to be reliable. Southport Capital makes no guarantees, express or implied, as to the accuracy or completeness thereof. Past performance is not a guarantee of future performance. The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. This material does not provide individually tailored investment advice or offer tax, regulatory, accounting or legal advice. Third-party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data they provide and shall not have liability for any damages of any kind relating to such data.Please contact our office at 423-664-4510 . You can also visit our website at http://www.southportcapital.com/ For a complete ADV visit the SEC website.
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