Koch Capital has designed 10 portfolio strategies with 19 implementation variations (see below) to cover a wide spectrum of risk profiles, distribution needs, volatility constraints and market opportunities. We further customized these 10 core strategies, where appropriate, to support account structure optimization (taxable versus tax-deferred account), and hold individual stocks, subject to strategy and account size limits, versus holding just exchange-traded funds (ETFs) and mutual funds.
For a brief overview description of the strategy objectives and versions, please see our two-page quick reference document. A more detailed description of each strategy is available via the links on the left side of this page.
Before investing in any portfolio strategy, please remember that stock market investing involves risk, volatility and the chance of principal loss. Given our retirement planning focus, we always recommend, if possible, that households maintain a six-month to one-year cash reserve for emergencies, and implement a secure income floor to cover essential living expenses before exposing any incremental savings to stock market risk.