Next Economy. Investing Redefined

Green Alpha Growth & Income Portfolio (GAGIP)

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
Website Builder