BCA Investment Portfolios
Certified Financial Planners | Investment Advisors | Retirement Planning Specialists
This is our most conservative portfolio. It is designed for investors where income and safety is of paramount importance. It invests 100% exclusively in bond funds, such as treasury, government, corporate and international bond funds. Money market funds may also be utilized.
The Managed Income Portfolio is ideal for conservative, risk averse investors, where income and preservation of principal are their primary objectives (mostly ultra-conservative retired investors).
This portfolio is designed for investors who desire income and some modest growth. This investment portfolio allocates between both bond and stock mutual funds.
The Income & Growth Portfolio assets are typically allocated as follows: 60-70% of assets are allocated into bond funds, with the remaining 30-40% invested in stock funds. This is a conservative portfolio for clients, who want income, and some growth potential (mostly retired investors).
A dynamic growth portfolio, which invests in high momentum mutual funds (market leaders). The basic premise is "There is a bull market going on somewhere in the world."
The Momentum Portfolio attempts to identify, and then deploy capital into fund categories showing positive price momentum. This is a sophisticated growth portfolio for clients who want generous growth while keeping market risks moderate to low (mostly pre-retirees).
Information
Managed Income Portfolio | Income & Growth Portfolio | Momentum Portfolio
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Brian R. Carruthers & Associates
BCA | A Fee-Only Registered Investment Advisory Firm Since 1990
301 Forest Avenue · Laguna Beach, California 92651-2115 USA
Telephone: 1-949-464-1900 · Facsimile: 1-949-464-1400 · Contact
CFP®, Certified Financial Planner™ and 
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
CMTSM and Chartered Market TechnicianSM designations are awarded and permitted to use by full members of the MTA. The CMT Program is administered by the Accreditation Committee of the Market Technicians Association (MTA).
The National Association of Active Investment Managers is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.
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This page last modified: 2008-04-01T08:50:33-0800
