If you are in the beginning phase of saving for retirement,
or in the middle of adding to it, a growth investment model might
be the right approach for you. This model seeks to grow capital by
primarily investing in stocks.
Growth portfolio overview:
• Typically diversify
among value, growth, small-, mid-, or large-cap securities
when allocating assets.
• Our goal is to hold
securities for at least one year for tax efficiency.*
• Fee-based portfolio
puts us on your side. If your portfolio does not grow, your advisor
does not get a pay raise.
• May invest in the
TCM All-Cap Value Strategy if eligible.
Next
step: Preserve Wealth
Please Note:
* Consult with a tax professional about your specific tax situation.
Past performance
is no guarantee of future results.
A Three Capital
Management
Investment Advisor can help
you determine the investment
model best suited to your
needs.