OVERVIEW

GROWTH: Our most aggresive portfolio seeks to maximize capital appreciation.

The Proxy GROWTH portfolios is our most aggressive portfolio. This portfolio is an actively managed stock portfolio, unconstrained by geographic region, market capitalization and equity sector. The portfolio is concentrated in approximately 30-40 individual equities that meets the portfolio manager’s criteria for high growth potential based on present market valuations. The portfolio seeks to maximize capital appreciation & should only be considered by investors with a high-risk investment profile.

WHERE DO WE FIT?

Where is GROWTH a good fit?

The GROWTH is designed for investors who:

Looking to maximize capital appreciation.

Want an actively managed equity portfolio with access to the portfolio manager.

Have a long-term investment time horizon and a high-risk tolerance.

PORTFOLIO

Market Cap Breakdown

1 %
Giant
1 %
large
1 %
mid
1 %
small
1 %
micro

GETTING STARTED

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A portfolio managed by our CORE GROWTH fund model may be an excellent addition to your overall investment strategy. Before investing, it is always a good idea to check with your financial advisor to be sure that every decision you make for your financial future is the best it can be.

Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.