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This strategy focuses on the 30 stocks that comprise the Dow Jones Industrial Average. It is designed for investors who seek growth and dividends from blue chip stocks. Average number of stocks held is 10-16.
This strategy focuses on stocks chosen from the Russell 2000 and is suited for investors that seek higher capital appreciation over dividend growth. The portfolio consist of 30-50 small and mid-cap stocks that have have shown positive trends in their growth potential, have a unique market niche and are well managed.
This strategy focuses on the Master Limited Partnerships that comprise the mid-stream portion of the energy sector which consists of transportation, processing and storage. These businesses do not pay corporate taxes so there is more cash flow available to distribute to investors. MLPs provide a high level of tax-deferred current income and growth potential.