Each of our custom investment portfolios reflect the values and lifestyles of our investors. Many of our clients are active, ambitious, and drawn to exploration, resilience, and achievement. Whether it’s navigating markets like uncharted waters, prospecting for opportunity, or forging a lasting legacy, these portfolios are a mindset of purpose-driven growth.
Prospector is our proprietary selection of actively managed mutual funds and ETFs. Funds and ETFs are hand-selected by our in-house CFA to provide a best-in-class option for its represented asset class. Investments are closely monitored to ensure clients receive optimal risk/return results and are replaced when necessary.
Explorer pairs some of Prospector’s active investments with individual stocks hand-selected by our in-house CFA. The majority of Explorer’s individual stocks are in the large-cap category. Our intention is to concentrate large cap allocation to optimize risk/reward results, lower internal portfolio costs, and optimize diversification.
Voyager is our proprietary selection of individual securities only. Voyager is an all-stock portfolio in an aggressive allocation. Voyager is reserved for investors who have both the ability and willingness to take a risk-on approach with potential for outsized returns. Voyager is reserved for accredited investors only.
Expedition is our proprietary Colorado-only investment fund. Expedition holds some of the best publicly traded companies in Colorado for a niche focus. Its metrics are similar to a small/mid-cap blend and is often used in our Prospector and Explorer portfolios. Invest local and support local with Expedition.
