Navigrowth
Objective
This strategy is designed to provide moderate to aggressive growth while participating in U.S. and international markets and to limit portfolio volatility and risk of extensive loss.
Strategy Highlights
| Investment Objective: | Moderate Growth |
| Account Minimum: | $50,000 |
| Investment Custodian: | Fidelity Investments |
| Strategy Inception Date: | 11/1/1979 |
Description
The Navigrowth strategy is actively allocated across many sectors and/or asset classes over weighting those exhibiting the best risk-to-reward ratio. There are no restrictions on the risk level of investments chosen. However, investments are limited to mutual funds with an emphasis on those that exhibit superior risk-adjusted returns in an overall effort to promote growth while limiting risk. Specialty investments - with greater volatility - may be used from time to time to hedge risk and provide for smoother returns. Risk-managed policies employ the use of cash or money market funds during adverse conditions; these positions could at times be 100%.
Prospective Client
This strategy is suitable for investors wanting exposure to equity markets with an emphasis on a combination of moderate to aggressive growth and capital preservation. The typical Navigrowth client is willing to occasionally accept more risk than in other Potomac strategies with the goal of achieving a higher than market return while still preserving capital.
