Progress Wealth Management
    Core 50–75%of portfolio
  • Attempts to achieve broad, global diversification
  • Invest in highly liquid instruments
  • Attempts to track general returns of global stock and bond markets (Beta)
  • Invest with a long-term Outlook (Greater than 3 years)
    • Satellite 20-50% of portfolio
  • Attempts to achieve returns better than general markets (alpha)
  • The goal is to make specific investments where performance is expected to be good based on economic and market conditions
  • Invest with an intermediate-term outlook, (6 months to 3 years) depending on the type of investments. Certain investments with higher volatility such as US Small Stocks, Hedge Funds and Funds of Funds, and Option Strategies may require longer time periods to achieve their objective.
    • Tactical 5-30%of portfolio
  • The goal is to make tactical investments to take advantage of current themes and opportunities (Trading)
  • Attempts to protect portfolio in times of uncertainty (Hedge)
  • Invest with a short term time horizon (less than 6 months)
    • This material should not be viewed as a complete description or representation of the securities or investment programs or strategies discussed. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment or investment strategy will either be suitable or profitable for your investment portfolio.
Alternative Investments, such as hedge funds and funds of funds, natural resources, and structured investments vehicles are subject to high volatility and risk and an investment may lose significant value in a short period of time. Other risks associated with alternative investments may include leverage, limited liquidity or lack of secondary market, lack of transparency and lack of regulatory oversight, among others.

Small-cap investments are subject to higher volatility and less financial stability than large-cap investments.

Foreign investments are subject special risk which may include:
• Country Risk.- Foreign investments are vulnerable to the direct or indirect consequences of political, social or economic changes in their issuing countries.

• Currency Value and Convertibility Risks.- The value of investments denominated in other currencies than the U.S. dollar will be affected by changes in the exchange rate between the U.S. dollar and that currency. In addition, Government action may prohibit the free conversion of a country’s local currency and you might be prevented from converting local currency payments into U.S. dollars.