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

Inflation Sensitive Fund

An investor who seeks capital appreciation by investing in established corporate stocks across a diversified selection of companies and can withstand potential loss of principal.

Investment Focus

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Real Estate
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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.

Overview


Typical # of Holdings: 12-17

Minimum Investment: $15,000

Inception: 05-01-2021

Portfolio Manager: Darren Leavitt, CFA

Investment(s) Used

Strategy
Trade Frequency
ETFs
Mutual Funds
Stocks
Inflation Sensitive
Active
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White checkbox in orange rounded rectangle

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