Crown Haven’s Strategic Growth Approach creates a well-diversified and well-positioned equity component of the total portfolio.
The investments allocated to this portion of the RetireSHIELD plan design are focused on capital growth and capital appreciation, with an added benefit of increased income, if desired.
In partnership with Institutional Wealth Managers, we are able to provide our clients added values such as cutting edge research and insight, advanced algorithmic trading, proprietary stop-loss protections, and access to institutional funds not made available directly to the public.
The portion of the total portfolio dedicated to Strategic Growth depends on the time horizon, risk capacity, risk tolerance, and overall objectives of the client.