The Alhambra Portfolio builds on the Fortress and Citadel portfolios by adding individual securities to the portfolio. The Fortress and Citadel portfolios use ETF’s and mutual funds to fulfill their strategic and tactical mandates. The Alhambra introduces our Archer portfolios of carefully selected individual securities to the mix.

  • Minimum investment of $500,000
  • Uses low-cost index ETFs and individual stocks
  • Multiple asset class approach reduces volatility
  • Calibrated to fit the current economic environment
  • Backed by years of historical research

In the Citadel Portfolio, we use only ETF’s and certain mutual funds to fulfill the large and small company stock portions of the portfolio. In the Alhambra Portfolio, we substitute a portion of the equity allocation with one of our Individual Stock portfolios. We manage four different strategies:

Global 100 – A global portfolio of large and mid-cap companies that produced consistent high quality earnings growth.

Dividend Growth – A portfolio of large cap US companies that have exhibited persistent high dividend growth.

Global Value – A global portfolio of companies that meet classic value criteria of low price/sales, price/book value, and price/free cash flow.

Fortalice – A portfolio of large cap US companies with improving earnings prospects.

All of these portfolios were designed to function much as indexes do, with set fundamental criteria that must be met for inclusion in the portfolio. They have low turnover rates and are managed for after-tax return.

The Alhambra Portfolio combines the Fortress, Citadel, and Archer portfolios to create a unique, customized portfolio for each client. For clients who want to minimize market timing, more of their assets can be allocated to the Fortress portion of their overall portfolio. Clients who want more flexibility can allocate more to the Citadel portion.

The resulting portfolio will reflect the client’s risk tolerance, risk budget, and personal investing preferences.

A fully invested Alhambra Portfolio might look something like this:

The Alhambra Portfolio – a fortress against market storms.

Portfolio Inquiry

Alhambra Portfolio

Contact us today to receive more information on the Alhambra Portfolio, at no obligation to you. We are confident you will find this information of tremendous value.

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