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Personalized Investment Plan



CLIENT RISK PROFILE

Tailored to each client’s personal risk profile ranging from very conservative to aggressive.

SUITABILITY

For long-term investors who seek to outperform U.S. Treasury Bills and Certificates of Deposit (CD’s), and increase their wealth at a rate greater than inflation without taking undue risk and maintaining 100% liquidity at all times.

MANAGEMENT STYLE

Market-driven defensive

PORTFOLIO OBJECTIVE

Buffalo Capital’s Personalized Investment Plan portfolios are tailored to meet each individual client’s personal objectives and risk profile. Our more aggressive portfolios will allocate more capital to equity (stock) assets, while our more conservative portfolios will be skewed towards fixed income (bond) assets. The utilization of a balanced approach with wide diversification across asset classes and sectors reduces overall portfolio volatility and risk.

INVESTMENT VEHICLES & PORTFOLIO STRATEGY

Personalized Investment Plan portfolios utilize stock, bond and money market mutual funds. Stock or equity mutual funds enable investors to be “owners” of corporations. Bond or fixed income mutual funds enable investors to be “lenders” to corporations and the U.S. Government. Generally, stocks provide growth in a portfolio and bonds generate income. Some of the stock funds used are designed to increase in value when stock prices decline. Money market mutual funds are considered a cash equivalent and accrue dividend income on a daily basis. Each portfolio consists of a “core position” which trades a few times per year, in addition to a “tactical position” which trades more frequently.