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Core Portfolio
The core portfolio is the primary portfolio management tool used with most clients. It is the main building block used as a starting point to customize most clients' portfolios. It is designed and managed to be a complete portfolio that embodies our core philosophy.

The investments are wide ranging and may contain any mix of stocks, bonds, mutual funds, ETFs, alternative, and/or structured products. The investment mix will vary over time as opportunities are identified in the various sectors of the markets. The value-based Core portfolio is constructed with investments that are designed to work in conjunction with each other to provide solid returns with an overall lower volatility than the markets.

The core portfolio may be the perfect choice for some investors, but one size does not fit all. One or more of the other building blocks can be added to the core portfolio to adjust the characteristics of the overall portfolio to increase or lower risk, adjust income, target specific assets, etc.
 
 
 

Pebble Management Group, LLC is a Registered Investment Adviser. Information presented in this publication is not intended to be specific investment advice. Investors should consult a qualified financial adviser before making investments specific to their needs and situation. The information in this website constitutes neither an offer to sell nor a solicitation to invest. Such offer or solicitation will be made only in those jurisdictions where permitted by law.

To the extent that this material concerns tax or legal matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and/or legal professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of LA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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