We are excited to announce our newest portfolio: the Green Alpha Growth and Income Portfolio (GAGIP).
This is an actively managed strategy comprised of the highest yielding dividend stocks in our next economy universe, together with some of our best growth ideas. GAGIP's goal is to provide some current income while providing significant upside potential with relatively strong downside risk capture.
GAGIP is available for direct investment via the following managed account solutions:
FOLIOfn Institutional
Product at-a-glance: Separately Managed Accounts
Strategy Launch: October 8, 2012
Portfolio Managers:
Garvin Jabusch Jeremy Deems
Minimum Account Size: $50,000
Several custody options may be available, and lower account minimums are considered on a client by client basis
Management Fee: 1.25%
Fee discounts applied for non-profit organizations
All fees are negotiated on a client by client basis
Photo by Jeremy Deems, Rocky Mountain National Park, CO