Capital preservation is a key investment tenet at all times. Diversification and other defensive strategies are employed with an eye to preserving capital, and minimizing investor risk to the extent possible. The investment needs and objectives of our clients vary according to their personal circumstances. Therefore we tailor each portfolio accordingly. Growth Portfolios are designed for those whose primary investment objective is capital appreciation.
Equities are the main components of growth portfolios.
Income Portfolios concentrate on the goal of current income, while emphasizing capital preservation. Bonds, preferred stocks and closed-end funds are the primary investments used in this approach. The performance of investment managers is often judged by short-term criteria that may have little or no relevance to their clients' investment objectives. At Bollinger Capital Management we believe that the only appropriate performance standard is the degree to which we satisfy the long-term needs and goals of our clients. Advisory Fees Advisory fees are based on a percentage of the assets under management.