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Our Portfolios

Simply a better portfolio

Super-Diversification is our proprietary investment strategy providing a solution for your total portfolio. It’s designed and proven to deliver better returns than a more traditional investment strategy of stocks and bonds for any risk portfolio.

Most investors own both stocks and bonds because it provides diversification. There are additional investments that offer much more diversification that are often ignored by most investors and many advisors. It’s these additional investments that are incorporated in our Super-Diversified Portfolios that make them better.

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A total portfolio solution

Super-Diversification is an investment strategy for your total portfolio. We custom design a portfolio using our Super-Diversification strategy where all parts of the portfolio are designed to work together. A portfolio typically consists of ten or more funds that then represent 1000’s of securities plus a possible allocation to our proprietary hedging stratey. This offers you the luxury of having all your liquid investments consolidated in one place knowing that your entire portfolio has been strategically designed so that it is working for you.

Math that works

Correlation, a relatively simple mathematical statistic, explains a great deal about diversification. Correlation simply measures the performance of two things and determines how closely they move together.

Diversification is about having multiple investments in a portfolio that do not always move up down together. Our Super-Diversified Portfolios simply own more investments that deliver the benefits of diversification.

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Utilizing low cost index funds

The only funds used in your Super-Diversified Portfolio are low cost index funds. Exhaustive academic and industry research has shown that the math around this is simple…lower cost funds deliver higher returns. Lower cost is just one of the benefits of the index funds used in your Super-Diversified portfolio.

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Flex hedging strategy

In addition to a variety of low cost index funds in each Super-Diversified portfolio, many Super-Diversified portfolios also have an allocation to our proprietary Flex hedging strategy for additional diversification. This Flex Strategy consists entirely of U.S. stocks and has proven to provide substantial diversification value in a portfolio resulting in both better overall portfolio returns and comparable or lower risk. It was developed by our founder Mark Patton through four years of research analyzing the performance of stocks during more than a 50-year period.

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Built on the success of others

There are few original ideas and diversification is certainly not a Patton original. Investors have been diversifying for centuries but it’s some leading university endowments, including Yale and Harvard, that have pioneered the use of investments beyond stocks and bonds and demonstrated the long-term success of doing so.

Super-Diversification incorporates many of the investment principles utilized by these very successful endowments. It’s important to recognize that these endowments do engage in certain investments, such as those that are illiquid, that are most often not appropriate for most individual investors and not part of Super-Diversification.

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A portfolio tailored for you

Your risk and your goals are considered

Every investor is unique. We will take the time to get to know you so that we can build a customized Super-Diversified Portfolio that is appropriate for you. Following are some of the things we will take into consideration:

  • Your tolerance for risk (both financial and emotional)
  • Your investment goals
  • Your immediate and long-term needs
  • Your time horizon

Your Super-Diversified Portfolio will incorporate all of the great characteristics of Super-Diversification and be appropriate for your unique investment circumstances.

Additional highlights of a Super-Diversified Portfolio

Super-Diversified portfolios are designed to deliver to you a total portfolio solution. In addition to all of the above,
every Super-Diversified portfolio also has the following characteristics:

  • Safety and security
  • No upfront fees
  • No termination fees
  • No time commitment
  • Tax efficient funds
  • Automatic rebalancing
  • Highly liquid
  • Full transparency
  • Robust reporting
  • Very low custodial and transactions cost (not paid to Patton)