Returns Since Inception

See the most recent performance results

Investment objective

To achieve a superior risk-adjusted return from a high level of income combined with moderate to long-term growth in a balanced portfolio. A concentrated portfolio of 25-30 holdings may give an advantage over other funds. This unique portfolio has low all-inclusive fees.

Investment profile

Suitable for investors who:

• Prefer the simplicity of investing in a single managed account, incorporating both fixed income and equities

• Want to have informed professional advice

Investment strategy

Richard Nemeth engages in active management using multiple styles with emphasis on equities that pay a dividend using a combination of investment styles including growth at reasonable price, value, cyclical, news-driven, and macroeconomic trends

Portfolio facts

• Wealth Advisor: Richard Nemeth
• Investment Approach: Multiple Styles
• Return Objective: Income and Growth
• Risk Profile: Medium
• Investment Management Fee: $100,000 minimum

To Learn More

Book an Appointment

Call: (519) 640-7740

     Next: Delaware Global Growth Porfolio