Portfolio Selection

Our portfolios are designed to fit most of our clients needs.  All of the portfolios offer are diversified among various asset classes as well as diversification within asset classes.  Whether you are looking for aggressive growth style investing or conservative capital preservation we offer a portfolio to fit your needs.  In addition to our portfolio selection, we offer custom built portfolios that tailor to our clients specific needs.  Please watch our presentation on the various portfolios we offer. 

These portfolios do not imply a guarantee of any return on investment or guarantee investment performance.  These portfolio returns are based off of historical data from 1926-2012.

                                                                                                              Email:     cole@cwsassetmanagement.com
                                                                                                             Phone:              (559) 936-7328