Arrow going up to horizontal line in a rounded rectanble symbolizing Inflation Sensative Fund
Manage inflation

Inflation Sensitive Portfolio

The portoflio seeks capital appreciation by investing in a diversified portfolio that tends to benefit with rising inflation rates and designed for an investor who can withstand potential loss of principal from market participation.

Investment Focus

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Real Estate
Bitcoin icon inside circle to symbolize alternative currency
Alternative Currency
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Precious Metals

Strategy Description

The Inflation Sensitive portfolio seeks to generate returns by investing in asset classes that typically benefit from the weakening of the US Dollar by diversifying holdings across real estate, infrastructure, alternative currency and other positions with performance that's generally tied to inflation through active management.


Typical # of Holdings: 12-17

Minimum Investment: $15,000

Inception: 05-01-2021

Portfolio Manager: Darren Leavitt, CFA

Investment(s) Used

Trade Frequency
Mutual Funds
Inflation Sensitive
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White checkbox in orange rounded rectangle

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