The Fortress Strategy

The Fortress Portfolio is our original and time-tested asset allocation strategy. We connect the portfolio to specific economic environments and investments that would perform well in those environments.

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Our Asset Allocation Portfolios

Citadel Portfolio

The Citadel Portfolio is a top-down actively managed macro-investment strategy. Often incorporated into an Alhambra portfolio, the Citadel Portfolio largely uses low-cost funds and ETFs in a diversified multi-asset approach across stocks, commodities, real estate, gold, and bonds. This is often ideal for client’s seeking a portfolio that will actively make tactical adjustments based on changes in the global risk environment, including around risks of recession or bear markets.

Alhambra Portfolio

The flagship Alhambra Portfolio is a multi-asset portfolio strategy designed to perform well in any investment environment. Asset classes include small and large cap stocks, commodities, real estate, gold, and typically bonds. This is often ideal for client’s seeking a total investment solution customized to their individual goals, tax situation, and account structures.

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Our Risk Portfolios

We have various Risk Portfolios that we use in conjunction with our Asset Allocation models; or as a stand-alone if appropriate.

Global 50 Portfolio

The Global 50 Portfolio is a global portfolio of 50 large and mid-cap companies that have generated high quality earnings growth. This portfolio uses a smart index strategy that seeks superior long-term returns by constructing a global index of stocks around criteria associated with past strong performance.

The portfolio construction process starts with a global universe of all stocks listed in the US which is then ranked using operating income and gross margin %. The remaining  stocks are ranked using our proprietary Value-Quality-Momentum ranking system. There is a 100-stock version of this portfolio as well, which limits volatility to a greater degree.

Dividend Growth Portfolio

Our Dividend Growth Portfolio is a large-cap domestic portfolio of companies that have exhibit persistent dividend growth. This is a tax-efficient strategy, designed to outperform other dividend growth stock strategies by focusing on often-overlooked growth factors.

The portfolio construction process starts with a universe of 1000 large cap US stocks that are ranked using dividend yields and dividend growth rates. The remaining stocks are ranked using our proprietary Cash Cows ranking system (free cash flow margin, return on invested capital).

Quality Momentum Portfolio

The Quality Momentum Portfolio is a diversified portfolio aimed at achieving high returns. Leveraging momentum, this portfolio seeks to identify and own a portfolio of the current best performing stocks. This is a high-turnover strategy, best suited for IRA or other tax-advantaged account structures.

Global Value Portfolio

The Global Value Portfolio is an all-cap global portfolio of stocks with classic value characteristics. The portfolio seeks….The portfolio construction process starts with a global universe of all stocks listed in the US. The stocks are then ranked using our proprietary Value-Quality-Momentum ranking system, with an emphasis on Value (Price/Sales, Price/Book Value, Price/Free Cash Flow).

Fortalice Portfolio

Alhambra’s Fortalice equity strategy uses an earnings revision model as the foundation for stock selection. Central to this style is a belief that positive earnings surprises generate positive price movements, while negative earnings surprises generate negative price movements.

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Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind.

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