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Clarus Capital Allocation Plus (CAP) Portfolio Series

Clarus Capital Allocation Plus (CAP) Portfolio Series

Capital Allocation Plus (CAP) Portfolio Series

Strategic Mutual Fund Portfolios | Minimum: $25,000| Manager: Don Moenning | Info Sheet (PDF)

CAP Bond (0% / 100% | Equity/Bond)
The Capital Allocation Plus (CAP) Bond portfolio is a strategic asset allocation portfolio designed to deliver fixed income exposure and produce current income. The portfolio utilizes mutual fund investments to deliver diversified allocation to fixed income, adding alpha through mutual fund selection and asset allocation tilting. Risk level is considered to be very conservative. Typical allocation: 100% Fixed Income.

CAP Conservative (35% / 65% | Equity/Bond)
The Capital Allocation Plus (CAP) Conservative portfolio is a strategic asset allocation portfolio designed to deliver modest capital growth and moderate income. The portfolio utilizes mutual fund investments to deliver diversified allocations to domestic equity, international equity, and fixed income, adding alpha through mutual fund selection and asset allocation tilting. Risk level is considered to be conservative. Typical allocation: 35% Equity | 65% Fixed Income.

CAP Moderate (65% / 35% | Equity/Bond)
The Capital Allocation Plus (CAP) Moderate portfolio is a strategic asset allocation portfolio designed to deliver moderate capital growth and modest income. The portfolio utilizes mutual fund investments to deliver diversified allocations to domestic equity, international equity, and fixed income, adding alpha through mutual fund selection and asset allocation tilting. Risk level is considered to be moderate. Typical allocation: 65% Equity | 35% Fixed Income.

CAP Growth (85% / 15% | Equity/Bond)
The Capital Allocation Plus (CAP) Growth portfolio is a strategic asset allocation portfolio designed to deliver long-term capital growth. The portfolio utilizes mutual fund investments to deliver diversified allocations to domestic equity, international equity, and fixed income, adding alpha through mutual fund selection and asset allocation tilting. Risk level is considered to be moderately aggressive. Typical allocation: 85% Equity | 15% Fixed Income.

CAP Global Growth (85% / 15% | Equity/Bond)
The Capital Allocation Plus (CAP) Global Growth portfolio is a strategic asset allocation portfolio designed to deliver long-term capital growth with a focus on international equity. The portfolio utilizes mutual fund investments to deliver diversified allocations to domestic equity, international equity, and fixed income, adding alpha through mutual fund selection and asset allocation tilting. Risk level is considered to be moderately aggressive. Typical allocation: 85% Equity | 15% Fixed Income.

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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