PORTFOLIO FACTS


Investment Objective:
Growth & Income / Capital Preservation

Minimum Account:
$5,000

Type of Account:
Brokerage

Holding Types:
ETFs and Mutual Funds

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

phone 651.639.8707
fax 651.639.8807

OBJECTIVE

The Core Capital Portfolio is a managed brokerage account strategy with the objective to achieve Growth & Income, with an emphasis on Capital Preservation.

PROCESS

  • Stability — We pursue stability of principal by utilizing conservative asset allocation. The portfolio will generally be overweight to fixed income and defensive asset classes.

  • Fund Selection — We evaluate funds on a broad range of criteria and seek to identify funds that have consistently delivered strong results.

  • Ongoing Monitoring—The CWM Investment Committee meets multiple times per week to review and assess market conditions and the performance of the strategy.

  • Portfolio Assessment — We review and assess the portfolio’s asset class weightings and fund holdings on a quarterly basis and make necessary adjustments.