Multiple Strategies to Meet Multiple Objectives

The Texas Capitol Group offers seven risk-based strategies to meet our clients’ diverse objectives. We can also provide custom management within these portfolios to allow for specific needs such as liquidity and tax management.

The majority of this strategy invests in global fixed income and to a small extent global equity. Tactical allocation decisions will be applied at the broad asset class level first, and then within the various fixed income and equity market segments.

Click here to see the Core Fixed Income Portfolio Fact Sheet.

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 20% equity and 80% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market segments.

Click here to see the Conservative Portfolio Fact Sheet.

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 40% equity and 60% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market.

Click here to see the Moderate Portfolio Fact Sheet.

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 60% equity and 40% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market.

Click here to see the Growth Portfolio Fact Sheet.

The strategy is globally diversified and will invest in risk‐appropriate mix of equity, taxable, and non‐taxable fixed income and alternative market segments. With a target allocation of 80% equity and 20% fixed income, portfolio allocation decisions will be applied at the broad asset class level first and then tactically within the various fixed income and equity market segments.

Click here to see the Enhanced Growth Portfolio Fact Sheet.

Texas Capitol Group of Raymond James Core All Cap Growth tactical strategy is a global asset allocation portfolio that seeks to produce long-term growth without regard to current income. Due to the growth bias of the portfolio, the portfolio can be expected to have volatility equal to or somewhat above the broader U.S. equity market. This portfolio seeks to outperform the benchmark, S&P 500, by diversifying globally into areas that may be experiencing higher growth potential and can include up to 15% in global fixed income based on a valuation basis. Tactical allocation decisions will be applied based on a macro-global level, then to specific areas of growth within the identified markets. This portfolio is best suited for clients whose primary objective is capital appreciation with a 3-5 year timeframe.

Click here to see the All Cap Growth Portfolio Fact Sheet.

With no target allocation constraints between equity and fixed income exposure, tactical allocation decisions will be based on the ability to drive above average yield while still being globally diversified.

Click here to see the Income Portfolio Fact Sheet.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification does not ensure a profit or guarantee against a loss. There are special risks associated with investing with bonds such as interest rate risk, market risk, call risk, prepayment risk, credit risk, reinvestment risk, and unique tax consequences. High-yield (below investment grade) bonds are not suitable for all investors. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility.

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