Alexson Investment Group currently offers the following investment strategies for Seperately Managed Accounts (SMAs). We are available through multiple custodians such as TD Ameritrade and offer the following investment programs managed in your own account:
Goal is long term gains, but being dynamic,
short term gains as well.
This aggressive growth program invests primarily in individual stocks and ETFs listed in the US. The firm uses an investment strategy to identify equity growth opportunities in stocks. We use our fundamental analysis to identify great value and our technical analysis to identify high probability buy and sell points. All stocks are protected with stop alerts and rigorous risk management is applied to help protect investor capital. The program is tactical and can go to cash when risks are high.
Goal is long term capital appreciation
Longer term, tax efficient growth portfolio, which can include international and emerging market exposure when appropriate. This aggressive growth program invests primarily in individual stocks and ETFs. The program is designed for long term growth and capital appreciation.
Balanced Growth & Income
Goal is long term capital appreciation and
Moderate growth portfolio using a blend of individual stocks, bonds and ETFs. The program seeks a balance between stocks and bonds to create a balanced portfolio with consistent income generation, solid growth potential and less volatility than the stock market. We use our top growth and value stocks to compliment a core of high quality fixed income or fixed income ETFs.
Capital Preservation and
This conservative investment program focuses on capital preservation and income generation through individual bonds and fixed income ETFs. Some lower volatility stocks may be considered if appropriate for the client. This more conservative investment program is designed for investors whose primary goal is capital preservation and income generation.
Concentrated position management & special handling.