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Portfolio  
 
Investment Methodology
 
Investment Advisory Team
Investment Methodology
Performance
Prospectve Investors

 


TimeCapital provides clients with an individualized investment strategy that reflects our analysis of overall economic/market conditions, as well as our assessment of other key factors, including a client’s:

  • Time horizon
  • Current and projected objectives
  • Tolerance for market risk and fluctuation
  • Tax status

We are committed to investment diversification, both as a strategy for managing and reducing risk, and for capturing the demonstrated long-term performance benefits of sound asset allocation.

Drawing on research and our 35 years of experience managing investor portfolios, we identify asset classes appropriate for an individual client, as well as sectors and individual securities that we believe offer a favorable risk/reward profile and strong long-term growth prospects. Our client portfolios typically encompass a wide range of assets, including:

  • Equities
  • Fixed-income vehicles
  • Convertible securities
  • Preferred stock
  • Master limited partnerships
  • Cash/cash equivalents

Four Model Portfolios

TimeCapital creates individualized investment strategies using four actively managed model portfolios, which can be utilized in any combination to suit a client’s situation. These portfolios are:

TCIA Equity Yield Focus
TimeCapital’s Equity Yield Focus portfolio seeks high after-tax total return through a combination of capital appreciation and current income. Investments are focused on master limited partnerships (MLPs) with operations generally related to the transportation and storage of energy. The portfolio typically holds 25-40 securities having utility-like businesses with substantially greater growth of distributions. MLPs offer high after-tax income, high income growth and substantial total returns, with low correlation to other assets. This model portfolio features securities with increasing cash flows, which effectively aids share prices.


TCIA Equity Growth Plus
TimeCapital's Equity Growth Plus portfolio seeks high after-tax total return through a combination of capital appreciation and current income. Investments are focused on a combination of master limited partnerships
(MLPs) and highly liquid growth stocks. The portfolio typically holds 25-50 securities; the MLP component offers high after-tax income, high income growth and substantial total returns, with low correlation to other assets. The growth stock component, aided by strategic sector and stock selection, allows the portfolio to actively participate in market opportunities across the capitalization spectrum.


TCIA Equity Growth
TimeCapital's Equity Growth portfolio seeks high after-tax total return through a combination of capital appreciation and current income. Investments are focused on a combination of master limited partnerships
(MLPs) and highly liquid growth stocks. The portfolio typically holds 25-50 securities; the MLP component (employing closed-end funds and ETFs to avoid K-1 generation) offers high after-tax income, high income
growth and substantial total returns, with low correlation to other assets. The growth stock component, aided by strategic sector and stock selection, allows the portfolio to actively participate in market opportunities across the capitalization spectrum.


TCIA Balanced Opportunity
The Balanced Opportunity portfolio seeks superior risk-adjusted returns by screening a broad universe of securities, allowing for timely and strategic investing across asset class, styles and sectors. The core investment philosophy is to maintain an above average portfolio yield while trying to reduce overall risk vs. our peers. Fixed-income holdings have an overall high credit quality. The research approach is top down. Alternative asset classes are used to enhance overall portfolio risk management.


 

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