Every Oarsman portfolio is customized to reflect each client’s unique investment objectives, risk tolerances and priorities. Our proprietary approach to planning helps clients find their optimal asset allocation.

The core equity portion of our customized portfolios typically holds a broad mix of individual common stocks. We enhance the performance potential of the overall portfolio by adding complementary asset classes, such as international, small-cap and emerging market stocks, or stock-based funds. Balanced portfolios include income-producing bonds or bond funds. We will also add hybrid securities such as preferred stocks, high-yield bonds, inflation-protecting bonds, real estate investment trusts and natural resource securities.

Prudent investing requires an understanding of what you own. Oarsman’s security selection allows us to tailor portfolios to individual client preferences, such as including or excluding securities of a specific issuer or industry.

Securities are generally purchased with a long-term perspective. Low annual portfolio turnover, along with tax-efficient matching of gains with losses (when available), lowers your tax expense.