After recommending a financial roadmap for each client and devising the appropriate asset allocation, the company generally employs two flagship account services: Cambridge Equities and Portfolio of Funds.

Cambridge Equities is Astrop Advisory’s discretionary large-cap stock portfolio.  This separately managed account service holds a group of carefully screened large-cap stocks that are well diversified over a variety of economic sectors.  There is very little turnover, and this portfolio is designed to expose clients to a diverse group of high-quality U.S. companies.

Highlights of Cambridge Equities portfolio:

• Diversified group of large-cap equities
• Leading companies, in leading industries
• Low turnover
• Predictable and stable historical earnings
• Moderate to high growth rates
• Reasonable valuations

Portfolio of Funds uses no-load mutual funds and Exchange Traded Funds (ETFs) to create a well-diversified portfolio of equity, fixed-income and alternative investments such as REITs and commodities.  These asset classes are carefully allocated to suit each client’s risk tolerance and long-term goals.

Highlights of Portfolio of Funds asset allocation program:

• Tailored to meet specific risk-tolerance levels and long-term goals
• Allocation across multiple asset classes
• Reduced volatility from exposure to multiple asset classes
• Broad diversification using a number of no-load funds and ETFs
• Low expenses in underlying no-load funds and ETFs
• Periodic rebalancing of asset allocation to maintain appropriate risk level