Strategies

Journey 1 Advisors Strategies, Our Strategies Offer Exposure

Strategies

We offer a suite of strategies that are customized to the investment objectives of our clients. We invest in multi-asset classes to achieve the highest risk-adjusted returns.

Growth and Income

For retirement accounts and conservative investors we diversify by combining high quality dividend equities, convertible bonds and stocks, Treasury and corporate bonds, preferred stocks, and other fixed income alternatives to match our clients investment objectives. 

Capital Appreciation

For clients who desire longer term growth, we combine growth equities at a reasonable price with value equities to create diversified portfolios.

We also offer a low volatility strategy that invests in a diversified portfolio of low volatility stocks. These are usually defensive stocks with a history of steady earnings and dividend growth.

We constantly monitor our portfolios and make changes when appropriate. We take pride in knowing our companies well through intensive research.