Your financial plan, risk assessment, and investment portfolio need to be in sync with each other. GFP provides multiple portfolio solutions towards meeting your goals. Whether you are concerned about downside risk, internal portfolio costs, or simply looking for a complement to assets held at other firms, we have a solution for you. Our portfolios are easy to understand and help us maintain our commitment to treating all clients equally and fairly while also allowing for the construction of a portfolio that is unique to you.
DRAAMS Portfolios
Dynamic Risk Asset Allocation Management Strategy (DRAAMS) is ideal for clients near or in retirement and/or seeking a solution for managing downside risk. It is a dynamic risk based investment approach that allows for adaptive portfolio adjustments as the investment landscape changes constructed with four distinct investment sleeves: Equity, Dynamic Hedge, Alternative Income, and Fixed Income.
Enhanced ETF Portfolios
Our Enhanced ETF Portfolios are ideal for clients with no immediate withdrawal/income needs, and a medium to long-term investment horizon. A cost-efficient, globally diversified portfolio incorporating traditional market cap-weighted equity, fixed income, real asset Exchanged Traded Funds (ETF’s) with an enhanced opportunity set by adding style, sub-asset class allocations and active managers. The low-cost core allocation is complimented to meet the challenges of an ever-changing market and opportunity set and is designed to optimize risk/return trade-offs with low-cost implementation.
High Income
High income is a unique investment approach designed to prioritize increased dividends and cash flow. It is particularly suitable for clients who experience heightened anxiety during market volatility and downturns. This strategy can be especially beneficial for retirees who rely on their investment income to sustain their lifestyles. The portfolio is thoughtfully crafted by incorporating high dividend stocks, bonds, and alternative income investments. By implementing this strategy, you may forego the possibility of higher returns during periods of robust stock market performance, in favor of a steady and reliable income stream.
Alternative Income Portfolio
In today’s world of low real rates of return, challenged economic growth and elevated public asset valuations, private credit/assets may offer an attractive source of return and income potential. These portfolios tend to have more overall risk and volatility than traditional bonds and less risk(volatility) than the stock market. They also generate higher income than stocks and traditional fixed income, but with less liquidity. Our Alternative Income Offering is a key component in the DRAAMS, High Income, and Enhanced ETF offerings. In addition, Alternative Income can be used to complement and diversify risk in assets not managed by our firm.
Where do you start? Our process begins with understanding your needs and building your financial plan. Then, as part of your plan, we will help you create the right portfolio for you.
