Individual investors should have the opportunities that are afforded to the financial institutions. With that in mind, we developed The Ivy League Portfolio.

 

Modeled after the top endowments in the country, this approach offers:

• • Access to institutional asset classes
• • Potential returns typically available to only institutional investors
• • Institutional risk-management strategies
• • A dynamic investment vehicle that seeks opportunity in all markets

Traditional diversification techniques work well, since all ships rise with the tide. Even in recent years, investors have increased diversification by adding foreign stocks and small-cap assets.

 

Smart Money recently published that "with the rapid globalization of the world economy, the 5-year rolling correlation between foreign stocks, U.S. small-caps, and the S&P 500 is now over 90%, so they will rise and fall in tandem. Model Portfolio theory is still the investor's best strategy for building a sturdy foundation for the future."

Are you interested in receiving income without dipping into your principal?

Are you worried what you would do if the market declines and you are using the old "4% Rule?"
At Select Wealth Management we have a different philosophy to generating income for your portfolio.

Instead of relying on a volatile portfolio of stocks, bonds, and cash for your income -- consider alternative or non-correlated investments.