Strategic Portfolios With a Clear Focus!

Strategic asset allocation strategies are designed as a long-term investment solution that focuses on lower fees and long-term market-like returns.

Weatherstone offers strategic portfolios with experienced management that delivers market-like returns through lower fees, meaningful diversification and with a particular focus.  Each one listed addresses a specific financial objective and invests directly, saving you money and bringing focus to your unique goals.

High Quality Growth
The High Quality Growth program is an actively-managed strategic portfolio sub-advised by Martin Investment Management. We believe High Quality Growth is well suited for many growth investors who have an intermediate to long-term investment focus. The program invests in a concentrated portfolio of 20 to 30 mid to large capitalization stocks that the Advisor believes exhibit above average growth rates at favorable valuations. The investment selection follows a clear and repeatable process. The management team uses a proprietary screening of company fundamentals and target stocks that they view as high quality. The final selection includes companies that have exhibited high returns on invested capital, strong free cash flow and projected long-term growth rates. We feel holding a focused portfolio of quality stocks over a long-term horizon and not striving to match the weightings of a market index can improve the probability of outperforming the market over time.


ASSET ALLOCATION  

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Strategic Dividend
The Strategic Dividend program is an actively-managed strategic portfolio sub-advised by Alley Company LLC. The portfolio seeks to achieve a balance between attractive absolute dividend yield and strong dividend growth rates supported by quality company fundamentals. The goal is to produce an attractive and rising current income stream and favorable risk-adjusted investment performance. The portfolio of stocks seeks to achieve these results by maintaining holdings in companies with strong financial condition, strong relative earnings power, astute management, and a company culture of returning earnings to shareholders through dividends. The investment process is rooted in fundamental analysis that is repeatable, and starts with a universe of companies that we feel have a solid track record of dividend payouts or strong recent dividend growth. Companies that are exhibiting both attractive dividend yield and strong dividend growth underpinned by quality company fundamentals are strongly considered for a higher weighting in the portfolio.


ASSET ALLOCATION  

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Please click here to review complete disclosures related to the asset allocation diagram.