This portfolio is specifically engineered to supplement retirement income, featuring high-yield dividend equities and investment-grade corporate bonds.

It prioritizes consistent income generation with a conservative risk profile, designed to complement company and government pension plans.

The strategic allocation between equities and fixed-income assets is determined through personalized consultations, ensuring alignment with individual client needs.

This portfolio seeks to achieve a harmonious balance between capital appreciation and income generation.

Emphasis is placed on tax efficiency and risk mitigation, without compromising potential returns.

A typical allocation structure comprises 25% low-risk, 50% medium-risk, and 25% high-risk investments, catering to a broad spectrum of investors.

This is our most popular portfolio.

This portfolio is tailored for younger professionals with extended investment horizons, prioritizing maximum capital appreciation.

It necessitates a higher risk tolerance, with a strategic allocation of 50% medium-risk and 50% high-risk investments.

This portfolio has the allowance for options trading.

County Wealth fosters a collaborative investment partnership, prioritizing client empowerment and informed decision-making. We provide expert investment counsel and present a range of suitable investment options, while respecting individual client preferences. Should clients express strong convictions regarding specific investments or sectors, we are committed to structuring portfolios accordingly.

To demonstrate our confidence and alignment with our clients' interests, I personally invest in our managed portfolios.