Portfolios

Tarpon Folio

The Tarpon Folio is a long-term capital appreciation strategy that invests in U.S. stocks with under-appreciated strengths trading at inexpensive valuations, run by excellent management teams.

Gecko Folio

The Gecko Folio prioritizes dividends and distributions from a concentrated portfolio of U.S. stocks and publicly traded oil and gas pipeline MLPs. The Gecko Folio is built solely for taxable accounts, as opposed to tax-deferred accounts.

Frigate Folio

The Frigate Folio invests in international stocks via American Depository Receipts (“ADRs”) or equivalents that are available for purchase on U.S. exchanges or over-the-counter. The Frigate Folio is constructed with an emphasis on country and industry diversification.

Treasure Harbor Folio

The Treasure Harbor Folio invests in international stocks via ADRs or equivalents that are available for purchase on U.S. exchanges or over-the-counter. The Treasure Harbor Folio is built mostly for taxable accounts, as opposed to tax-deferred accounts.