PORTFOLIO FACTS


Investment Objective:
Growth

Minimum Account:
$100,000

Type of Account:
Brokerage

Holding Types:
Individual Stocks May also hold ETFs and ETNs

Counsel Wealth Management, Inc.
6 Pine Tree Drive, Suite 100
St. Paul, MN 55112

phone 651.639.8707
fax 651.639.8807

OBJECTIVE

The Advance & Protect Stock Portfolio is a managed brokerage account strategy with the objective to achieve Growth by participating in advancing equity markets and protecting principal in declining markets.

PROCESS

  • Positive Price Momentum — We utilize multiple resources to initiate a fundamental analysis methodology to identify individual stocks with positive price momentum and the potential for growth.

  • Trend Following — We utilize technical analysis and a number of modeling tools to identify the point of buying and selling.

  • Advance & Protect — Our aim is to own stocks as they are appreciating in price, and then sell them when the price trend reverses and markets decline.