Appropriately balanced portfolios garner their appreciation from both income and capital gains. The classic asset allocation portfolios consist of some combination of bonds, stocks, cash and other tangible assets. This limited view of allocation overlooks the value that certain intangible assets can play in balancing a portfolio. Fulcire Wealth Management, LLC (“the advisor”) seeks to enhance yield by utilizing market instruments to monetize intangible assets in a way that will increase the total return on invested assets. The advisor will focus on the income generation capabilities of that portion of the investors portfolio set aside for short term investments.
The goal is to provide annually a total rate of return that exceeds the nationally published index for inflation plus three percent, adjusted for an appropriate tax burden.