EQUITY INVESTMENT CHOICES

Our Individually Designed Structured Portfolios are a Proprietary Software Designed offering UNLIKE Plans 1 & 2 & 3 and can  have better returns. Since there are numerious different adaptions that can be customized specifically for the client, the Structured Portfolio is a product that is offered by referral, or with a request for an initial Zoom appointment with our team at the Axios Financial Network.

We do monthly scans for the Top-Performing Market Indexes and other diversified Investment choices from different asset classes, including the Top-Rated Structured Portfolio Products.

We strive to get the best returns for our clients. Our Structured Products averaged 17% with limited draw downs and total individual average returns of 25% with caps of 230%.

Individually Designed Structured Portfolios are one of our most outstanding income producing offerings for clients as they can protect your money from taxes as well as from loss of principal.

We have partnered with Selected Specialty Investment Experts from Well Capitalized Established Boutique Investment Companies. These companies have Unique Products that include various choices for potential significant Income and Growth.

We also offer Dividend Portfolios, Fixed Income, Growth and Stable Value Portfolios, Tactical Rotation, Socially Responsible and Contrarian Investment Portfolios, Energy Sector, Precious Metals, ETF’s, Technology Portfolios, and a combination of other specialized US Stock Market Portfolios based on long or short term parameters.

Dr. Noss stock market expertise comes not from passing a regulatory examination as an Investment Advisor, but from years of hands on market research and analysis and trading as a professional equity agency trader for a Broker Dealer member of the NYSE CHICAGO with security transactions clearing through Goldman Sachs. He is a member of CFA and the team at Axios Financial Network.   https://caymancapital.net/about/

                                                                                                             SAFER PORTFOLIO MANAGEMENT

The BUFFERED STOCK MARKET INDEX INVESTMENT PORTFOLIO is a very popular preferred strategy. Our firm is privileged to offer BUFFERED STOCK MARKET INDEX INVESTMENT PORTFOLIOS. Index Caps and Buffers and length duration of the investment portfolio differs with each offering. The Buffered Portfolio utilizes Exchange Traded Funds (ETF’s) that provide a defined level of protection (buffer), while providing upside participation up to a maximum level  (or cap). Buffer and Caps can be as high as 30% or more and can include 100% Guaranteed Protection of your principal investment. 

CLICK HERE FOR CURRENT BUFFERED PORTFOLIO OFFERINGS

The ETF’s are traded on Stock Exchanges, are liquid, and are not subject to issuer credit risk. This portfolio can be tied to the performance of the S & P Index or other major index such as the Dow Jones Industrial Index. Active management decisions for the buffered portfolio could include rotation toward indices with greater upside potential and adjusting for levels of protection based on market outlook and other pertinent factors.

The Buffered Portfolio can be used as a Personal Investment or can be considered as an Investment for Self-Directed Qualified Accounts. Please check with your Plan advisor. (401K, IRA, Defined Benefit, Cash Balance or any other type of Compensation Plan, etc…).  Investors are encouraged to stay invested to maturity. At maturity the investment offering is liquidated and the clients account goes to cash. Gains are taxed at long term rates if the buffered portfolio is for more that 12 months when offering selected is held to maturity. The fee charged to the investor is a negligible cost as compared to the ​brokerage fees from other investments such as Mutual Funds.

Buffered Portfolios are shorter term investments and are by invitation only to qualified investors and is closed when the limited subscription is sold out. When this occurs a new Stock Market Index Investment Buffered Portfolio is created with different specific stock market criteria and composition depending on the Market at that time. Please email or call to receive a brochure and information about the current offerings.

We also offer a Portfolio Analysis Review to give you a detailed breakdown and written analysis of your present entire investment Portfolio thorough our family group of investment companies. This includes a comprehensive Portfolio Analysis Review of current holdings, fees and expenses (loads and internal fees) and risk exposure as measured by standard deviation, asset allocation and diversification.

This is to give you the client a unique overview, so a customized overall financial and asset strategy can be better tailored to your risk tolerance, investment objectives and time horizon, and ever-evolving financial goals. We are also able to analyze multiple investment strategies tailored to yours risk tolerance, time horizon, investment objectives and income needs. The report will use prudent forecasts to illustrate how your income and portfolio balances move overtime.

The ultimate objective is to work with you to develop a financial plan, that will help you meet your short and long term financial goals.                                    

  • Please call or email us for more information: