There are 4 main asset allocation models that we use depending on the risk tolerance and goals of our clients.  We have a Capital Preservation Model, Balanced, Model, Growth Model and Capital Appreciation Model.  These models are usually at least 60% invested in the United States equity markets and can be as high as 80%.  We primarily use ETF's and Index Funds to keep additional expenses as low as possible, but will use actively managed funds when we can find one that conistently outperforms their benchmark.  

We have an individual stock model that usually holds 15 positions. We believe that concentration builds wealth and if you have effective stock selection, you don't need to own 100 different positions.  The more securities you own the more your performance will be diluted and track back to the average.  We would rather own fewer stocks and if appropriate, manage the risk using options strategies. 

We use 2 main option strategies to add additional return to client accounts.  One is selling covered calls against existing positions in the portfolio.  We will also use cash secured puts to buy positions that we don't own yet.  We can use these strategies on our proprietary models, or we can come up with a customized portfolio to implement them on concentrated positions or existing stocks with large taxable gains.  

We have partnered with a small Private Real Estate Fund named Prairie Hill which currently has about $60M in Assets Under Management and owns several properties across the midwest and Southeast.  They target growth at a moderate pace with consistent cash flow return to investors.  

Item descriWe have partnered with one of the largest Private Equity Funds in the world, Conversus Stepstone, and have 4 of their funds available to our clients.  These consist of Private Equity, Infrastructure, Private Debt, and a blend of all 3.  With these models we target returns that are in excess of what we should be able to get in publicly traded securities.  ption

Item descriptioWe have a proprietary hedge fund that has 2 strategies within one fund.  First we target Private Equity, mainly thru companies that we think are 2 to 3 years from going Public.  We couple that with our option strategies on about 30 different publicly traded stocks that we are comfortable buying and holding for the long-term.  n