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 Dorion-Gray Strategic Portfolios:
Actively Managed For Long Term Investing
Our Strategic Portfolios are designed for investors who seek capital appreciation over the long term. Each portfolio offers a singular mix of stocks, bonds, mutual funds, commodities, short term instruments and other assets, reflecting different risk tolerances, time horizons and investment goals. They embrace distinct investment styles, with well designed asset allocation models that are rebalanced carefully over time.
Please take a few minutes to acquaint yourself with them. They offer built-in diversification and multiple asset classes, actively managed through the use of sophisticated software and professional portfolio analysis.
How The Strategic Portfolios Work
Managing investment data and making good decisions has always required a deep understanding of risk management, market exposure and the dynamics of portfolio construction. The Strategic Portfolios are designed for buy and hold investing, using up-to-date asset allocation models (see side bar below). As market conditions change, our capital management team makes suitable adjustments in allocation weightings, while maintaining the original investment model. This allows us to take advantage of market opportunities without substantially changing the risk/return profile.
Sophisticated Modeling And Asset Allocation
Dorion-Gray employs sophisticated modeling to understand overall markets and individual equities. Our Strategic Portfolios take advantage of the in-house monitoring technology that’s currently guiding our Tactical Portfolios program. The system monitors thousands of investment data points — including price, pressure, momentum and other proprietary metrics — through a sophisticated software engine that generates buy, sell or hold information on asset positions. This software driven process, which guides our Tactical Portfolios on a daily basis, informs our Strategic Portfolios of larger, long term trends.
• It helps us track micro movements and overall market trends.
• It helps us think strategically over the longer time frame needed for proper weighting and allocation of specific assets.
During a given period, Dorion-Gray will adjust strategic portfolio positions to reflect important trends and market fundamentals. However, for Strategic Portfolios we will not take sudden turns nor indulge in short term trading. All adjustments are made within the defined asset allocation model for each Portfolio.
Key Thought: Dorion-Gray Strategic Portfolios offer compelling opportunities for instant diversification, professional asset allocation and active management.*
A Note On Tax Managed Strategic Portfolios
The Tax Managed Portfolios have been designed for investments made outside tax sheltered accounts with non-qualified dollars. They offer high income, high net worth investors an effective way to minimize their tax exposure from capital gains and investment income. Additionally, these portfolios are carefully maintained for use in trust accounts, or for any investor in a high tax bracket who may be concerned about taxation, or tax law, and its impact on their portfolio.
We use mutual funds, ETF’s and other instruments, including alternative investment, municipal bonds and other vehicles which can perform well in avoiding, or reducing, short term capital gains. Overall, these Strategic Portfolios offer a beneficial approach for those who need tax managed investing.
Free Portfolio Stress Test Offer
Do you know where you stand with your current portfolio? Strategically, are you satisfied that you’re properly invested and rebalanced? Tactically, are you prepared for dramatic short term changes based on potential market events?
The stress test is a complimentary assessment (with no obligation) based on a comprehensive modeling of potential events and how they might affect your current assets (click here to sign up for our free stress test and portfolio analysis).
* The allocation models in our Strategic Portfolios are not intended to represent investment advice that is appropriate for all investors. Each investor’s portfolio must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. Please discuss with your financial advisor before implementing an investment plan. Asset allocation does not guarantee a profit or protection from losses in a declining market.
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