Expedition 2.0

The Expedition 2.0 Portfolio provides an investment vehicle for Coloradans to support the businesses, people, and community in which they live. The goal is to create a unique and meaningful way for clients to support their home state.

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We proudly honor the first explorers who boldly journeyed west in search of gold during the gold rush, as their determination and courage ignited an era of opportunity and ambition. These brave individuals ventured into uncharted territory, pursuing opportunities and wealth despite the uncertainties that lay ahead.

Investment Strategy

The Series 2.0 Portfolio can target various investment objectives and risk tolerances according to a client's circumstances. Equities can be paired with fixed-income investments based in Colorado, and Colorado municipal bond funds will be used for Non-Qualified accounts, among other options.

  • Launch Date: November 5, 2024.
  • Stocks must be domiciled in the state of Colorado, trade above $3/share, and trade on major indices such as NYSE or Nasdaq.
  • Positions must have sufficient trading liquidity.
  • Positions are then screened by fundamental and valuation metrics and weighted accordingly.
  • Typical investors are Colorado residents who want to support the people and companies of their community.

Click Here To Download The Series 2.0 Fact Sheet

Gold Miners

Thriving Population

Colorado is a business-friendly state and a welcoming hub for growing companies and startups. With the appeal of an outdoor lifestyle and booming economic activity, the state has become a popular place to relocate.2

Colorado’s population has increased every year since 1988. The population from 2010 to 2023 increased 16.4%.5

Prosperous Environment

The state of Colorado has the #4 ranked economy in the U.S. for 2024. This ranking takes into account the business environment, labor market, and overall economic growth in the state.3

Top sectors in the 2.0 Portfolio include Consumer Discretionary, Consumer Staples, Healthcare, Technology and Industrials. 

Stable Economy

Colorado has a diverse and thriving economy. It is known for its strong sectors such as aerospace, technology, tourism, energy, and agriculture. The state has a highly educated workforce and a favorable business climate, which has contributed to its economic growth.1

FAQ's

  • What is a UIT?
    • A UIT is a type of investment company that pools money from investors and invests it in a fixed portfolio of securities, typically stocks or bonds.
    • The portfolio is set at the beginning and doesn't change throughout the life of the UIT.
    • UITs offer diversification and professional management, similar to mutual funds.
  • How do UITs work?
    • Investors buy units in the UIT, which represent ownership in the underlying portfolio.
    • The UIT generates income through dividends and capital gains from the securities it holds.
    • This income is distributed to investors periodically.
    • At the end of the UIT's predetermined term, the portfolio is liquidated and the proceeds are distributed to investors.
  • Are there tax advantages for Colorado Residents?

    There can be tax benefits mostly for clients who use our portfolio in non-qualified accounts. 

  • Is this portfolio for all investors?

    Absolutely. The portfolio can target any investment objective and risk tolerance based on a client’s individual circumstances. For the equity portion, individual stocks will be hand-selected based on company fundamentals and valuations. For fixed income, mutual funds domiciled in Colorado will be utilized for qualified accounts, whereas Colorado municipal bond funds will be utilized for non-qualified accounts. We welcome all investors seeking to invest in their home state. 

  • Can I invest in my retirement account?

    Yes, this portfolio can be invested in both Qualified and Non-Qualified Accounts. 

  • What is the minimum investment?

    $1,000. 

  • Can I invest in a Brokerage Account or an Advisory Account, or both?

    The custom portfolio is available for Advisory (Fee-Based) accounts only.

  • How often are the stocks / portfolio re-evaluated?

    The Expedition Portfolio investment holdings are evaluated by our investment team each quarter. Positions are screened by fundamental and valuation metrics and rebalancing may occur.