ORION ‘Value Portfolio’ – Managed by Timothy Merrill
The Orion portfolio is a strategy involving the purchase of 15‐20 Large Cap Value and Dividend paying stocks spread over 10 different market sectors. This unique portfolio process is tailored to each client’s investing timeline, deploying funds at strategic price points. Core positions are established over time through fundamental valuation and predetermined technical values. This approach utilizes tactical investment methods to participate in gains and strive to limit downside risk.
TAURUS ‘Sector Select Portfolio’ – Managed by Timothy Merrill
The Taurus portfolio utilizes index ETFs to obtain exposure to broader market sectors. The strategic allocation is positioned to overweight or underweight in different sectors depending on stock market analysis and forecasting trends. This portfolio uses rebalancing and sector rotation which is adjusted only as the market dynamic shifts.
ARIES ‘Covered Call Strategy’ – Managed by Timothy Merrill
Aries’ covered call strategy would be suitable if one expects the market to be neutral, or are moderately bullish on certain portfolios. In such market conditions, the income from the sale of a covered call can potentially dampen the loss of value of the underlying security in the event of market decline. This covered call strategy involves buying a stock/ETF and selling an appropriate number of calls against the underlying asset. It is necessary to understand that maximum gain is limited, the risk is the same as owning the stock/ETF, minus the credit for selling the calls. This strategy can serve you as an additional way to profit from stock/ETF ownership.
SAGITTARIUS ‘Energy Portfolio’ – Managed by Gerald Scane & Timothy Merrill
Our energy portfolio gives you an opportunity to potentially capitalize on supply and demand trends in conventional and non-conventional (fracking) energy companies engaged in the exploration, production, distribution, and servicing related to oil, natural gas, as well as alternative energy.
PISCES ‘Opportunity Portfolio’ – Managed by Gerald Scane & Timothy Merrill
Pisces pursues investment returns with an open canvas to all asset classes and the ability to participate in domestic as well as international securities. The team’s research objective is to uncover investment opportunities with the most attractive risk/return profiles without limits to market capitalization.
PHOENIX ‘Fixed Income Portfolio’ – Managed by Team Star
The Phoenix Portfolio is designed to promote current income utilizing selective investments with a track record of lower volatility. The strategy primarily utilizes government & municipal bonds funds, and international & domestic corporate bond funds. The primary goal is current income and preservation of capital.
GEMINI ‘Fixed Income Portfolio’ – Managed by Team Star
The Gemini Portfolio seeks investment return but keeps capital preservation at the forefront with selective management. This strategy invests a large portion of its assets in the following funds types; fixed income securities, investment grade corporate bonds. The primary goal of this strategy is total return while attempting to limit volatility.