Star Capital researches and actively manages model portfolios focusing on return and risk tolerances.
Active Management
SCI Model Portfolio – Active
- A model portfolio coupling both active and passive portfolio management.
- Star Capital researches portfolio managers to isolate top performers and ascertain benefits of paying premiums of active management versus low cost vehicles in a diverse portfolio.
- A top-down research approach to sector and asset allocation.
- .30% Management Fee*/$15,000 minimum investment.
Passive Management
SCI Model Portfolio – ETF
- A model portfolio constructed on low cost ETFs only.
- Star Capital’s top-down research approach is applied to building a diverse portfolio with investment vehicle cost as the top consideration.
- Non-transaction fee investments will take priority.
- .30% Management Fee*/$5,000 minimum investment.
*Fee does not include underlying expense ratio
Investment Category Offerings
Reserve
Primary fixed income
investments that
provide short-term
liquidity and
optionality.
Equity / Fixed Income
10 / 90
Conservative
Weighted towards
income producing
investments as
well as some
equity exposure.
Equity / Fixed Income
25 / 75
Balanced
Balanced income
and equity allocation.
Equity / Fixed Income
50 / 50
Growth
Equity bias with
a focus on long-term
capital appreciation.
Equity / Fixed Income
75 / 25
Aggressive Growth
An all equity
allocation model
with a goal of
long-term growth and
capital appreciation.
Equity
100