Center Street Wealth Strategies

Global Risk Managed Portfolios

The Global Risk Managed Portfolios use a series of core investments that have historically produced a competitive risk/return ratio. In addition to the investments in the portfolios, we layer in investments based on themes we find compelling given the current economic and market environment. The net result is a strategy known as Core & Satellite Investing, and is based on results and the investment experience of our professional team.

These investment portfolios are managed on a discretionary basis, allowing us to make investment changes and place transactions as we feel necessary and prudent. We view investing as a long-term activity, and make change only when necessary. Historically these investments have had a low level of turnover, enhancing tax efficiency and providing our clients with a stable and consistent approach. In our opinion, these attributes are critical to non-emotional and successful investing.

All clients participating in our discretionary portfolios will receive monthly statements, quarterly performance reports, and trade confirmations. Please use the following information only as one tool in assessing if this or any investment program is right for you. Past performance is no guarantee of future results. Your investments should match your risk tolerance, liquidity level and overall financial and retirement plan. Please ensure your understanding of any investment before committing assets.

Available Portfolios & Descriptions*:

* These portfolios can hold both domestic and international bonds and equities as well as commodity investments and options to create income or hedge risk. Individual securities, mutual funds, index funds, exchange traded funds, and structured products may be used inside any of the portfolios. Signing both an options agreement and a discretionary authorization form will be necessary to invest.

Conservative:

Clients who express a preference for capital retention vs. capital appreciation will be best served with this portfolio. While designed to outpace inflation, this portfolio has historically rarely exceeded 40% in equity investments. The majority of the portfolio will be invested to preserve purchasing power and minimize the loss of principal.

Lifestyle Preservation:

Preserving your lifestyle and creating a life-long income stream often requires capital appreciation. This portfolio is designed to capitalize on market trends and investment opportunities on a global basis, while minimizing volatility and hedge against the downside in adverse economic environments. We understand your desire to grow your assets, but also realize that preservation of your assets is a high priority. The Global Balanced portfolio is appropriate for the investor with a moderate to high level of risk tolerance and has a preference for growth of their assets over time.

Capital Appreciation:

Inherent with portfolios’ holding substantial percentages of equity investments, clients investing in our Capital Appreciation portfolio should be comfortable with higher levels of volatility and risk. In exchange for additional risk, we seek to grow client’s assets faster than the domestic stock market as measured by the S&P 500 over a rolling five year period. This portfolio is designed for those who will not need use of their assets for a longer period of time and those seeking a high level of growth.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.