SFE Growth & Income Strategy

This is a concentrated All Cap portfolio that combines dividend-paying stocks with small- to mid-cap growth names. This “total return” approach is designed to outperform the S&P 500 Index over time, while taking less-than-market risk. The SFE Growth & Income Strategy is well suited for conservative, long-term investors, or it can be positioned as the ‘core’ of a broader portfolio.

SFE Growth & Income Strategy