At The Boyd Group, we believe in the power of investing to preserve and build wealth.
We also believe that for most people, a three-part portfolio is a prudent way to seek to take advantage of the market’s growth potential:
- The Core portion of the portfolio is designed to provide broad exposure across asset classes, sectors, styles and domestic and foreign markets. Typically, the investments are long-term-oriented.
- The Alpha portion seeks to give you exposure to investments that have the potential to produce returns that are higher than stock market indexes. With an emphasis on growth and rising dividends, this piece of the portfolio is run by investment managers who are carefully selected by The Boyd Group based on our own knowledge base and input from Raymond James and certain other outside sources.
- The Alternative portion provides added diversification beyond that provided by traditional asset classes. Including an allocation in one or more alternative investment sectors may allow for lower volatility in the overall portfolio. Examples of alternatives are real estate securities, precious metals, absolute return and other “non-correlated” strategies.