Sustainable Retirement Income and Growth Portfolio Management

Our solutions are designed to be anti-fragile, adapt to portfolio stressors and get stronger over time. We begin by performing a retirement income analysis and then build a retirement income and growth portfolio for you. We continuously strengthen your individual portfolio over time by acquiring better and stronger combination of individual high-quality stocks, preferred stocks, dividend stocks, ETFs, and bonds.

On Anti-Fragility

Most of us understand that pawnshops make money because they opportunistically buy expensive consumer goods like Rolex Watches during stressful times when people are unloading them. That simple opportunistic and successful anti-fragile business strategy of pawnshops applies in a similar way to successful investing.

We aim to be anti-fragile during good times as well as during volatile and stressful times when there may be opportunities that require a disciplined and meticulous approach. This process is similar to weeding a garden: the goal is to make the garden better and better over time. We ultimately seek to sell weaker performers in a portfolio and uncover opportunities to buy stronger and better performing companies that are temporary on sale.