Portfolios

All Equity Portfolio


Target Investor: Our All Equity Portfolio seeks to generate superior long term returns proportionate with its higher risk profile. The portfolio is constructed from a universe of Dimensional Fund Advisors (DFA) index mutual funds and may, from time to time, include other high quality index funds. U.S. and foreign equities, along with real estate investments, are combined to form a highly diversified portfolio for the investor with a tolerance for volatility higher than the U.S. stock market as represented by the S&P 500

Aggressive Portfolio


Target Investor: Our Aggressive Portfolio is appropriate for investors with a moderate to high risk tolerance and a time Horizon of 10 years or longer. Over time, the Aggressive Portfolio can be expected to exhibit greater volatility, along with potentially higher returns than our lower risk Portfolios. This Portfolio has upside potential for those who are able to commit their investments for a long-term. and are able to accept volatility of returns over the investment cycle.

Moderate Portfolio


Target Investor: Our  Moderate Portfolio is appropriate for investors that have a moderate risk tolerance and a time horizon of five years or longer. Over time, the Moderate Portfolio can be expected to exhibit greater volatility, along with potentially higher returns than Elliott Cove’s Capital Preservation, Conservative, Balanced, and Core Allocation Portfolios, but less volatility and lower returns than the Aggressive and All Equity Portfolios.

Core Allocation Portfolio


Target Investor: Our Core Allocation Portfolio is appropriate for investors with a moderate risk tolerance and a time horizon of three to five years. Over time, the Core Allocation Portfolio can be expected to exhibit greater volatility, along with potentially higher returns than Elliott Cove’s Balanced, Conservative or Capital Preservation Portfolios but less volatility and lower returns than the Moderate, Aggressive or All Equity Portfolios.

Balanced Portfolio


Target Investor: Our Balanced Portfolio is appropriate for investors who are risk adverse, and have a time horizon of three years or more. In volatile and bearish market conditions, the Balanced Portfolio can be expected to exhibit lower volatility then all but the Elliott Cove Capital Preservation and Conservative Portfolios. Its long-term returns are not expected to match those of the more aggressive Elliott Cove portfolios.

Conservative Portfolio


Target Investor: Our  Conservative Portfolio is appropriate for investors who are risk adverse, and have a time horizon of one year or more. In volatile and bearish market conditions, the Conservative Portfolio can be expected to exhibit the lowest volatility of the Elliott Cove portfolios, except for the Capital Preservation Portfolio. Its long-term returns are not expected to match those of the more aggressive Elliott Cove portfolios.

Capital Preservation Portfolio


Target Investor: Our Capital Preservation Portfolio is appropriate for investors whose priority is preserving principal while still providing some upside potential. This portfolio is a suitable choice as a “safe harbor” investment and is appropriate for investors with a time horizon of less than one year as well as those with a very low risk tolerance. In volatile and bearish market conditions, the Capital Preservation Portfolio can be expected to exhibit the lowest volatility of the Elliott Cove portfolios.