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 has over 35 years' experience, he engages in active management using multiple styles with emphasis on equities that pay a dividend. Using a combination of investment styles including:

• Value, growth at reasonable price, 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
• Excellent Downside Protection and +7.54% Performance
• 4.03% Alpha Per Year with a 5 Year Return (As of January 31, 2023)
• Compound Annual 10 Year Return (As of January 31, 2023)

To Learn More

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Call: (519) 640-7740

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