Moderate Growth Strategy

(65% Equity – 35% Fixed Income)

The Stringer Moderate Growth Strategy is a core risk managed portfolio designed to provide long term growth of capital for investors seeking both equity and fixed income with a 65% equity, 35% fixed income allocation target. Our risk first approach endeavors to provide a consistent return over time with an eye toward meaningfully reducing volatility to the broad equity market. While anchored in our strategic allocation approach, we provide a dynamic tactical sleeve and the protection of our Cash Indicator.

Investment Approach


Moderate Growth Strategy Fact Sheet

Moderate Growth Strategy Presentation

Moderate Growth Strategy GIPS Report


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