Managing for growth and protection

Our iFolios strategy is specifically designed for a dual mandate of growth & protection. As a result, we manage portfolios differently from most money managers.
Specifically, we:

  • Establish your allocation plan using flexible ranges for each asset class
  • Build portfolios using exchange-traded index funds
  • Buy up-markets for growth and sell down-markets for protection within the ranges of your plan. We do not subscribe to a static buy & hold approach, and
  • Prepare easy-to-read monthly portfolio performance reports so you can judge your progress.