Traditional Strategies

Investment Strategies

ALPHA FOCUSED GROWTH

Aggressive Growth Strategy  

 

Steamboat Financial Group's 

   ALPHA FOCUSED GROWTH

 

This strategy should generally be invested 100% in equities, a substantial portion of which may be foreign bonds and aggressive fixed income. Emphasis is placed on seeking aggressive growth and maximum capital appreciation. No focus on generation of current income. This objective has the highest level of risk and is appropriate for investors with a long time horizon

ELM STREET GROWTH

 Growth Strategy

Steamboat Financial Group's 

ELM STREET GROWTH

 

This strategy could be invested up to 100% in equities or aggressive fixed income, which may include foreign equities and foreign bonds. Emphasis is placed on seeking high long-term growth and capital appreciation. There is little focus on generation of current income.

BREAKWATER DIVERSIFIED

 Growth and Income Strategy

Steamboat Financial Group's 

BREAKWATER DIVERSIFIED

 

This strategy should be invested approximately 75% in high quality equities (including foreign equities) and 25% in fixed income. Emphasis is placed on seeking modest capital growth with some focus on generation of current income

ANCHORED GROWTH

 Income with Moderate Growth Strategy Iron Anchor

Steamboat Financial Group's 

ANCHORED GROWTH

 

This strategy should be invested approximately 60% in fixed income and approximately 40% in primarily income-oriented equities. Emphasis is placed on seeking generation of current income with a secondary focus on moderate capital growth.

MAX DEFENSE

 Income with Capital Preservation Strategy

Steamboat Financial Group's 

MAX DEFENSE

 

Designed as a long term accumulation or income strategy, this is a conservative investment strategy. The account should be invested approximately 75% in primarily conservative fixed income and approximately 25% in conservative equities. Emphasis is placed on seeking generation of current income and guarding against capital loss.

 

 

No investment strategy can assure success or guarantee against loss. There is no assurance that the stated objectives will be achieved. Investing in securities involves risk which may involve loss of principal.