PRB Portfolios

Overview

PRB Wealth Management strives to provide confidence and direction to our clients and their families by designing detailed financial plans. The plans provide a road map in working towards their financial goals. Our investment Committee works towards financial goals by providing investment strategies that aim to fulfill the unique needs of each of our clients. These strategies include our PRB Portfolios that are constructed, implemented and diligently monitored by our Investment Committee. Our investment philosophy as outlined in our Investment Policy Statement (IPS) provides guidance and a framework to our Investment Committee in the effective supervision and management of these portfolios.

The Investment Committee

The Investment Committee take fiduciary responsibility with respect to the management of all PRB investment portfolios for our advisory clients. The Investment Committee meets quarterly to evaluate objectives, strategy and investment performance. Markets conditions are evaluated to ensure asset allocation and strategies are appropriate. Changes made to the portfolios are approved by the Committee.

The Portfolios - A Snapshot

Income with Capital Preservation Portfolio

Income with Capital Preservation Portfolio

Emphasis is placed on generation of current income with minimal risk of capital loss. Lowering the risk generally means lowering the potential income and overall return.

Income with Moderate Growth

Income with Moderate Growth

Emphasis is placed on generation of current income with a secondary focus on moderate capital growth.

Growth With Income

Growth With Income

Emphasis is placed on modest capital growth with some focus on generation of current income.

Growth Portfolio Profile

Growth Portfolio Profile

Emphasis is placed on achieving high long-term growth and capital appreciation. There is little focus on generation of current income.

Aggressive Growth Portfolio Profile

Aggressive Growth Portfolio Profile

Emphasis is placed on aggressive growth and maximum capital appreciation. No focus on generation of current income. This profile has a very high level of risk and is for investors with a longer time horizon.