We offer two investment strategies to invest in U.S. Equity markets. Both strategies invest in U.S. Large Cap stocks (S&P 500) in a diversified portfolio. Both strategies offer same portfolio of stocks, one strategy without downside protection and one with a downside protection at a cost.
We offert to provide advisory services in Separately Managed Accounts with an option for downside protection. The goal is a long term investment strategy with low turnover. We offer our services to accredited investors and accept retiement accounts.
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