Rest
Capital Preservation
The Rest portfolio is designed for investors who want to keep their money as safe and stable as possible. It focuses on high-quality, short-term government bonds, money-market instruments, and cash equivalents — much like keeping your savings in a very secure “parking spot.”
Expected volatility is extremely low, making it ideal for emergency funds, near-term goals, or the conservative portion of any portfolio.
Spark
Conservative Income
The Spark portfolio provides a gentle first step into earning income while still protecting your principal. It is built mostly with high-quality bonds and preferred stocks, plus a small amount of stable equities for a modest boost.
Think of it as lighting a small, steady flame — reliable income with only modest ups and downs. Perfect for retirees or anyone who wants income without losing sleep.
Current
Balanced Growth & Income
The Current portfolio delivers a steady, balanced mix of growth and income. Roughly half the portfolio is in diversified stocks and half in bonds, creating a smooth flow of returns that has historically weathered most market conditions.
It is our most popular choice for investors who want their money to grow over time while still receiving regular income and avoiding extreme swings.
Momentum
Growth
The Momentum portfolio is built for long-term capital appreciation. It invests primarily in stocks (both U.S. and international) that are showing strength, while keeping a small cushion of bonds for stability.
Like riding a wave that is already moving in the right direction, this strategy aims to participate in market growth while remaining disciplined. Suitable for investors with a 7+ year horizon who can tolerate normal stock-market fluctuations.
Plasma
Aggressive Growth
The Plasma portfolio is for investors comfortable with higher risk in pursuit of higher long-term returns. It is almost entirely invested in equities — including growth stocks, emerging markets, and focused sectors — creating a high-energy mix that can deliver strong results in favorable markets.
Expect more noticeable ups and downs. This is designed for those who do not need the money for many years and want maximum growth potential.
Fusion
Tactical & Opportunistic
The Fusion portfolio is our most flexible and dynamic strategy. It can invest across stocks, bonds, commodities, alternatives, and tactical opportunities — shifting as market conditions change.
Think of it as an experimental engine that adapts to new developments in the economy, technology, or geopolitics. Use it as a satellite (5–25 %) inside any other model or as a stand-alone for sophisticated investors seeking non-traditional returns.