Simply put - We believe the goal of a portfolio manager should be to capture the returns that the market provides, while providing protection during market downturns.  

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After over a decade of managing investment portfolios and seeing first-hand how different firms manage wealth, we see all too often investors have portfolios that are overly diversified, inefficient, and not customized to their needs.   

 

At BTG, we use a "3-Bucket Approach" to managing our clients' portfolios.

This tried-and-true investment strategy accomplishes the following:

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1. Establishes years of spending needs in risk-free assets.

2. Creates consistent income to replenish the distributions.

3. Enables long-term growth through equities to offset future inflation.