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Portfolio Management

Returns Matter.

Portfolio construction isn't outsourced or automated, it's deliberate, disciplined, and driven by research. Each portfolio is built in-house by our advisory team, informed by insights from leading third-party strategists but constructed entirely from our own analysis, selection, and conviction.

Our approach is grounded in fundamental research and diversification. Every position is chosen with intention; designed to participate in market growth while managing risk through balance, quality, and adaptability. By combining detailed company-level analysis with a structured review process, each portfolio reflects both opportunity and discipline.

Strong risk management and meaningful returns must work hand in hand. While diversification is essential to managing risk, protecting capital is only part of the equation; portfolios must also be positioned to capture opportunity. Our focus is on achieving durable, risk-adjusted performance that rewards patience, discipline, and conviction over time.

Portfolios are reviewed quarterly to ensure allocations remain aligned with market conditions and client objectives. This hands-on process allows for thoughtful adjustments, never reactionary, keeping the focus on long-term results.

Our lineup includes strategies tailored to a range of investors, from growth-focused and balanced allocations to a dividend model portfolio designed to generate consistent income through quality dividend-paying equities. While each portfolio serves a distinct purpose, they all share the same foundation: research, resilience, and reason.

Our Investment Process

Every portfolio begins with research and purpose. The process is structured yet adaptable, ensuring that each investment decision aligns with our broader philosophy of balance, quality, and long-term growth.

Research

We start with comprehensive analysis, studying economic trends, company fundamentals, and sector dynamics to identify opportunity and manage risk. Third-party strategist insights complement, but never dictate, our independent research and conviction.

Design

Portfolios are built from the bottom up; selecting high-quality companies and diversified fixed income holdings to achieve the right mix of growth potential and downside protection for each investor profile.

Implementation

Once constructed, portfolios are implemented with precision. We focus on efficient execution, cost awareness, and risk control across every position and asset class.

Review

Each portfolio is reviewed regularly to ensure performance and allocation remain consistent with market conditions and client objectives. Adjustments are made when necessary; always with a disciplined, research-based approach.

Flagship Portfolios

The Flagship portfolios are designed to provide broad, diversified exposure to global markets through a disciplined mix of equities and fixed income. Built primarily from individual securities, these portfolios focus on long-term, high-quality growth while incorporating fixed-income positions primarily through First Trust fixed-income ETFs to manage risk and generate consistent income.

Each portfolio is constructed to participate meaningfully in equity market growth while maintaining a focus on downside protection. Equity holdings emphasize financially sound, fundamentally strong companies with durable competitive advantages, while the fixed income allocation provides balance, stability, and income during periods of market volatility.

Both Flagship portfolios share the same stock selections and research process, differing only in how the allocation between equities and fixed income is weighted to meet distinct investor objectives. Each is reviewed and adjusted quarterly to ensure proper alignment with market conditions and client goals.

Flagship 75/25 (Moderate Growth)

This allocation is designed for investors seeking long-term growth with a higher tolerance for short-term market fluctuations. With 75% in equities and 25% in fixed income, it offers greater exposure to equity market performance while maintaining a stabilizing allocation in high-quality bonds for diversification and risk management.

Flagship 60/40 (Moderate)

The 60/40 allocation provides a more balanced approach, blending growth potential with added stability. With 60% in equities and 40% in fixed income, it's designed for investors who value steady progress, capital preservation, and a smoother ride through varying market cycles.

Together, these portfolios demonstrate our commitment to disciplined construction, fundamental research, and thoughtful diversification, the core principles that guide our portfolio management process.

Ivory Flagship Portfolio's Top 10 Holdings

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Ticker Last Price Prev Year Close YTD %
Disclosure: The holdings and security-level information presented above is provided for informational purposes only and is not intended as a recommendation or solicitation to buy or sell any security. The data reflects the portfolio’s composition as of the date shown and is subject to change without notice. Investment values may fluctuate and past performance does not guarantee future results.

Data Source Notice: All price and return data are sourced from Finnhub.io and reflect the latest available market close. Data is refreshed once daily. Although the information is obtained from sources believed to be reliable, its accuracy and completeness cannot be guaranteed.

Ivory Quality Momentum

The Ivory Quality Momentum portfolio is designed for investors seeking long-term capital appreciation through exposure to high-quality companies demonstrating both strong fundamentals and positive price momentum. The portfolio combines the discipline of quantitative screening with the judgment of fundamental analysis, resulting in diversified exposure to companies with sustainable growth and consistent performance characteristics.

By equal-weighting positions across sectors and market capitalizations, the strategy reduces concentration risk while maintaining balance and flexibility. This approach allows participation in market leadership while limiting overexposure to any single area of the market. The outcome is a disciplined, research-driven portfolio that seeks to capture enduring trends in quality and performance over time.

Quality Momentum Portfolio's Top 10 Holdings

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Ticker Last Price Prev Year Close YTD %
Disclosure: The holdings and security-level information presented above is provided for informational purposes only and is not intended as a recommendation or solicitation to buy or sell any security. The data reflects the portfolio’s composition as of the date shown and is subject to change without notice. Investment values may fluctuate and past performance does not guarantee future results.

Data Source Notice: All price and return data are sourced from Finnhub.io and reflect the latest available market close. Data is refreshed once daily. Although the information is obtained from sources believed to be reliable, its accuracy and completeness cannot be guaranteed.

Ivory Thematic Growth

The Ivory Thematic Growth portfolio is designed for investors seeking long-term appreciation through exposure to high-quality companies driving innovation and transformation across industries. Built on fundamental research and active management, the portfolio captures growth opportunities in sectors leading technological, economic, and societal change, while maintaining balance through diversification and risk awareness.

At its core, the strategy combines two powerful elements, thematic growth and defensive quality. The portfolio identifies companies positioned to benefit from enduring secular trends such as innovation, healthcare advancement, and the global energy transition, while complementing these holdings with financially strong, established firms that help stabilize performance during periods of volatility.

This “barbell” approach blends forward-looking growth opportunities with dependable, high-quality positions. It allows the portfolio to pursue above-average earnings potential without taking on excessive concentration or style risk. By maintaining diversification across sectors and geographies, Ivory Thematic Growth aims to capture innovation-driven returns while preserving long-term stability.

In short, the portfolio pursues growth opportunities while managing risk through thoughtful diversification, disciplined research, and continuous oversight by our investment committee.

Ivory Thematic Growth Portfolio's Top 10 Holdings

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Ticker Last Price Prev Year Close YTD %
Disclosure: The holdings and security-level information presented above is provided for informational purposes only and is not intended as a recommendation or solicitation to buy or sell any security. The data reflects the portfolio’s composition as of the date shown and is subject to change without notice. Investment values may fluctuate and past performance does not guarantee future results.

Data Source Notice: All price and return data are sourced from Finnhub.io and reflect the latest available market close. Data is refreshed once daily. Although the information is obtained from sources believed to be reliable, its accuracy and completeness cannot be guaranteed.

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Prudent portfolio management is built on research, diversification, and long-term perspective. Let’s talk about how our investment process may align with your objectives and risk tolerance.

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