Intelligent Blend: A Diversified Investment Portfolio

The Intelligent Blend strategy seeks to provide you with a balanced portfolio using growth stocks of all sizes: small, medium, and large. The goal of this strategy is to inject a higher degree of stability into growth stock investing by blending small, high growth companies with larger, more mature companies still growing over 10 percent, annually.

Intelligent Blend portfolios typically are comprised of 1/3 large-cap, 1/3 mid-cap and 1/3 small-cap stocks in the equity portion. Up to half of these portfolios are high dividend (7 percent) trust preferred securities. Because each client portfolio is managed separately, UIA can also tailor portfolios to meet your risk tolerance and return expectation. For example, you may have a longer investment horizon and thus want a greater allocation to small-cap stocks than mid and large-cap stocks. After an initial meeting, UIA can fine-tune portfolio allocation to match your needs.

Historically, UIA has focused its research efforts on the following growth sectors: Technology, Energy, Financials, Healthcare, and Emerging Markets. This distribution will vary with market conditions and investment opportunities.

Inteligent Blend Allocation