The portoflio seeks capital appreciation by investing in a diversified portfolio that tends to benefit with rising inflation rates and designed for an investor who can withstand potential loss of principal from market participation.
The portoflio seeks capital appreciation by investing in a diversified portfolio that tends to benefit with rising inflation rates and designed for an investor who can withstand potential loss of principal from market participation.
The Inflation Sensitive portfolio seeks to generate returns by investing in asset classes that typically benefit from the weakening of the US Dollar by diversifying holdings across real estate, infrastructure, alternative currency and other positions with performance that's generally tied to inflation through active management.
Typical # of Holdings: 12-17
Minimum Investment: $15,000
Inception: 05-01-2021
Portfolio Manager: Darren Leavitt, CFA
