Trees and Mountains

PVI Individual Stock Models

PVI Value Individual Stock Portfolio

•    Stocks selected based on value and dividend fundamental qualities such as Price to Earnings (PE), Price to Book (P/B), Cash Flow Growth
and Dividend Yield.
•    Stocks selected from the S&P 500 using a statistical process to choose companies ranked in top tiers based on fundamental metrics.
•    Includes a portion of broad ETFs that work as a core exposure for the portfolio.
•    Can be invested in custom risk tolerance (80/20, 70/30 etc) to find an optimal risk allocation.
•    Ideal for clients who want to invest in individual stocks and have an investment base that allows them to target a more specific investment strategy.
•    Recommended for clients as no greater than 20% of investable assets.

PVI Growth Individual Stock Portfolio

•    Stocks selected based on growth fundamental qualities such as 5yr Earnings Growth, Cash Flow Growth and Return on Equity (ROE).
•    Stocks selected from the S&P 500 using a statistical process to choose companies ranked in top tiers based on fundamental metrics.
•    Includes a portion of broad ETFs that work as a core exposure for the portfolio.
•    Can be invested in custom risk tolerance (80/20, 70/30 etc) to find an optimal risk allocation.
•    Ideal for clients who want to invest in indiviual stocks and have an investment base that allows them to target a more specific investment strategy.
•    Recommended for clients as no greater than 20% of investable assets.

•    Blend of growth stocks and dividend/value stocks with more of a value tilt.
•    Stocks selected based on growth fundamental qualities such as 5yr Earnings Growth, Cash Flow Growth and Return on Equity (ROE).
Value stocks selected on Price to Earnings (P/E), Price to Book (P/B), cash flow growth.
•    Stocks selected from the S&P 500 using a statistical process to choose companies ranked in top tiers based on fundamental metrics.
•    Includes a portion of broad ETFs that work as a core exposure for the portfolio.
•    Can be invested in custom risk tolerance (80/20, 70/30 etc) to find an optimal risk allocation.
•    Ideal for clients who want to invest in indiviual stocks and have an investment base that allows them to target a more specific investment strategy.
•    Recommended for clients as no greater than 20% of investable assets.

PVI Growth & Income Stock Portfolio