The Preservation Portfolio is an investment strategy intended to preserve and grow the purchasing power of savings over time. The Portfolio seeks to provide an alternative to low-yielding deposits and fixed income securities on the one hand and potential over-reliance on higher risk investments on the other.
It achieves this through two main objectives:
No Down Years. Positive absolute returns in any twelve-month period
Outpace Inflation. Earn at least inflation plus 2% over multi-year time frames
The minimum account size is $200,000 and the annual management fee is 0.35%.
1. Agile Investments only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
2. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.
3. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
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