Portfolio Management

Gadberry Financial Group has developed and designed portfolio strategies utilizing tactical allocation models with complete disclosure of associated fees. These models include:

The Gad Aggressive Growth 130

  • Strategic use of instruments which could potentially be more volatile than the market
  • Generally comprised of 35 to 50 securities
  • Target 80% to 95% equity allocation
  • Target 5% to 20% alternative investments allocation

The Gad Growth 99

  • Aims for less volatility than the market
  • Generally comprised of 30 to 60 securities
  • Target 70% to 90% equity allocation
  • Target 15% to 25% fixed income allocation
  • Target 10% to 15% alternative investments allocation

We believe in utilizing Generally Accepted Investment Principles (GAIP)

  • Modern Portfolio Theory as a maxim
  • Efficient Portfolio Theory as a maxim
  • Essential Portfolio Theory as a maxim
  • Mean Variance Optimization as a maxim
  • Risk Parity as a maxim
  • There are 125 factors of RISK in the Equity Market and 64 factors of RISK in the Bond Market.  189 factors in Stock and Bond Market combined.  In order to Mitigate each of these RISKs you need to know what they are.

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Adviser; a copy of NAM’s brochure is available on NAM’s website. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts may be held at National Financial Services (NFS), LLC, a Fidelity Investments® company.

We currently have individuals licensed to offer securities in the states of:  AR, CA, CO, FL, GA, IL, LA, MS, MO, NM, OK, SC, TN, and TX.  This is not an offer to sell securities in any other state or jurisdiction.

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