Shelter Cove Capital offers several model portfolios that are designed with risk and cost in mind. They form the basis for most of our clients' portfolios and can be used in isolation, combined or as part of a more complex strategy..

Each of these portfolios have different characteristics and holdings. The conservative portfolios are focused on providing current income with a lower chance of capital losses. The more aggressive portfolios are more concerned with the growth of your capital and carry a higher potential for losses.

These portfoios are new. That means that they have a limited operating history and performance data.

Please remember that investing is risky by nature. It is not possible to completely eliminate the possibility of losses. While the portfolios we design for you have a heavy dose of risk management, we can not make assurances that they will always protect your capital.