yellowstone

Objective: Growth and income

Target Allocation: 60% stock, 40% bonds

Our nations first and, thanks partly to Kevin Costner, our most recognizable National Park. Like the park itself, this was our first portfolio custom tailored to our clients and forms the bedrock of company.

Home to great and iconic American animals like the Buffalo, Grizzly bear, and bull moose. Geological features like old faithful, the grand prismatic pools, and even its own grand canyon. Yellowstone’s majesty, power, and beauty are simply unmatched. When we think we of our national parks Yellowstone’s vast and imposing features are first things to come to mind and is easy to see why it’s the crown jewel of our nation’s parks. 

Although slightly less grandiose, when we think of asset management and where the vast majority of our nations retirement wealth is invested it’s  portfolios in and around that 60/40 allocation. Its with that in mind we wanted to pay tribute to Yellowstone.