Investment strategies that give new meaning to ROI
Always built around you.
Columbus Street is your dedicated financial partner, coordinating everything under one roof. We build a portfolio around your specific goals, time horizon, and risk tolerance to proactively meet the complexity your life demands.
Sample Strategies
Model allocation scenarios for lifestage, priorities, and risk preferences
High Net Worth
(Minimum $5 Million Investment)
With a 65/35 Conservative-Balanced strategy the focus is on preserving wealth while generating moderate, steady growth. †
Financial Planning
(High-Earning Professionals)
Long-term capital growth is prioritized with a 90/10 (Aggressive-Balanced) strategy. This approach allows high-income risk tolerance to pave the way for higher returns. †
Retirement
($3-5 Million Investment)
This 60/40 (Conservative-Balanced) strategy aims at reducing volatility to generate steady income. Reducing the risk of high losses before or during retirement can preserve capital and develop inflation resilience. †
Institutions & Endowments
(Non-Profit Organizations)
We also help non-profits and other purpose-driven institutions align their investments with a long-term mission. A 75/25 (Balanced) strategy allows for higher-growth to address lower-yield and long-term appreciation while still providing a buffer against volatility. †
Keep more of what you earn. Do more of what you love.
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