The heart of our CommonWealth Team investment model is to participate in significant market upside while incorporating defensive strategies to limit downside volatility.
“Return takers” have no control over the performance of markets but we can and do control the process of investing for you. We can help you navigate volatile financial markets.
Our well-researched CommonWealth Portfolios combine investment funds with tactical features that are well suited to steward your capital. Strict criteria proves each fund deserves a place in our pension-style portfolios.
We believe in being prepared with funds that are well-balanced and diversified by asset class and investment style. Plus we employ additional and unique “alternative” defensive strategies. We have been very pleased with our investment models and their results!
May we share our CommonWealth Portfolios with you?
Call Paul V. Perrone, CFA, Portfolio Manager at The CommonWealth Team today at: 416.258.8907
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