Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

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Growth & Income PORTFOLIO

The Gulfstream V’s™ advantages over other aircraft include its long-range capabilities, 16 person capacity, and luxurious cabin. This makes the G5 the preferred personal airplane for many celebrities and magnates such as Jim Carrey, Larry Ellison, and the late, great Steve Jobs. It’s pretty easy to see why: as a passenger you can step onto a Gulfstream™ in Sacramento and walk out in New Zealand having caught a good night’s sleep and shared an amiable cocktail or two. Up Capital Management’s Growth and Income Portfolio is similarly designed for investors who are primarily focused on growing their assets with the added goal of outstripping inflation with income as a secondary goal. Before investing, Anton and his team carefully assess a perspective company’s quality of goods and services along with their potential for long term growth. Kick your feet up and enjoy a margarita knowing our goal is your goal of both growth and income.

Key Investment Policy Parameters: 0% – 65% maximum growth allocation with the balance invested in fixed income. The maximum loss tolerance for all positions is 12%.

Check out our other portfolios:

Income

20% maximum growth allocation

6% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Balance

40% maximum growth allocation

8% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Growth & Income

65% maximum growth allocation

12% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Growth

85% maximum growth allocation

15% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

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