either for an extra income or accumulating wealth, we are here to help you. Based on your investment goals and risk tolerance, we design a dynamic portfolio.It’s important to construct a dynamic portfolio which adapts to the risk profile changes you may experience at different stages of your life. After careful consideration of your investment goals, time horizon, age, capital we identify your risk tolerance and comfort zone. Accordingly, we devise a portfolio with the proper asset allocations. We choose suitable assets such as mutual funds, Exchange Traded Funds (ETF), stocks, bonds, and alternative investment in accordance with your risk tolerance to achieve your investment goals. NMG Model Portfolios
NMG Capital Group offers powerful model portfolios to help you achieve your financial goals. Our dedicated team led by Dr. Ned Gandevani has constructed institutional-quality portfolios for growth and income.
1-NMG Alpha Portfolio
The portfolio is built for an optimum Sharpe ratio, maximize ROI while minimizing risk with an investment style of growth and capital appreciation. NMG Alpha consists of high-quality large-cap stocks expected to appreciate, considering long-term potential and possibly large short-term price fluctuations. An investor seeking this portfolio has a high-risk tolerance and a long-term investment time horizon. With growth as the primary goal, this portfolio invests in high-quality stocks depicted below:
2-NMG Income Portfolio
The portfolio, a multi-asset fixed income is built to generate a steady income with the fixed securities maturing in 2, 3, and 5 years. The portfolio can be customized based on the client’s risk tolerance, liquidity needs, and maturities to receive monthly or quarterly income.
3- NMG Balanced Portfolio
NMG’s balanced portfolio utilizes NMG Alpha and Income portfolios to help investors earn a steady income while growing their assets. The portfolio can be customized based on investors’ risk tolerance and investment goals.
For more detailed information on the above portfolios before investing, please contact us at 1-855-507-0111 or ned@moseco.com