A lot of time and energy has gone into creating our portfolios. Each portfolio is different, just like each financial goal is different.
We created The White Hawk Portfolio series with you, our investor, in mind. We wanted portfolios that were simple to understand, but complex enough to help you pursue your unique financial goals. Our clients often own more than 1 of the portfolios below to align with the goal for that specific account.
Please review the flyers for each portfolio (below).
The White Hawk 1
Aggressive Growth
The White Hawk 2
Growth
The White Hawk 3
Growth with Income
The White Hawk 4
Income with Moderate Growth
The White Hawk 5
Capital Preservation
Disclosure
This is not a recommendation to buy or sell any investment strategy. Consult a qualified advisor prior to making any financial decision. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The prices of small and mid-cap stocks are generally more volatile than large cap stocks. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. High yield/junk bonds (grade BB or below) are not investment grade securities, and are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Investments in real estate may be subject to a higher degree of market risk because of concentration in a specific industry, sector or geographical sector. Other risks can include, but are not limited to, declines in the value of real estate, potential illiquidity, risks related to general and economic conditions, stage of development, and defaults by borrower.
Managed futures are speculative, use significant leverage, may carry substantial charges, and should only be considered suitable for the risk capital portion of an investor's portfolio.
Investment allocations are subject to change. Information is valid as of December 2022.