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Core Investment Portfolios

TS Prosperity Group has combined its belief in Foundational Financial Principles with an institutional investing approach to create Core Portfolios that are unique to our philosophy. Our team didn’t merely adapt conventional industry portfolios; we built new portfolios from the ground up. Inspired by a desire to both build wealth and protect it, our Core Portfolio offerings range from Conservative to Very Aggressive and have the ability to deliver consistent return while taking less risk (footnote “Based on Conditional Value-at-Risk”) than conventional portfolios offered by our competitors.

We serve our clients from a risk management first, and return second: a philosophy that is inverse to what the industry’s perspective is. By leveraging our differentiated approach to risk and utilizing a rigorous and disciplined approach to selecting investments, our clients can experience long-term results that align with their expectations. 

TS Prosperity Group clients understand investing is a collaborative process with agreed upon up-front risk and reward targets. As a regulated fiduciary, unlike many investment advisors or providers, we are held to a higher standard of care, and embrace this responsibility by placing the interests of our clients before our own. Our clients delegate investment management decisions to our investment professionals, and we gladly accept that responsibility. 

Our Investment Team is continually abreast of market conditions and monitors for potential opportunities and threats in the path ahead regularly. We discuss market trends, adapt to changes in trends, and re-optimize the Core Portfolios quarterly based on long-term foundational strategy - not momentary news stories. Our clients can take confidence in knowing their portfolios will not be the result of past legacy decisions, but are instead a deliberate result of fresh insights and the calculated risk management most appropriate for each individual client.

Our Investment Process

Individualized Approach

Our process begins and ends with you, the client. Serving clients successfully for more than 90 years has taught us that we must always keep your needs first. 

We are proud of our the ability to leverage all of TS Prosperity Group’s unique collective insight and philosophies and build an investment strategy individualized to our clients’ situations and objectives. 

Prosperity Planning

During the Prosperity Planning stage, our team will assist you in determining which of our solutions is the best fit for your needs. 

Review Results and Communicate

We will meet regularly to assess your portfolios performance against market benchmarks to provide an objective evaluation of how well we performed, and to learn how we can better serve you. As a regulated fiduciary, we are held to a higher standard of care and always embrace placing the interests of our clients before our own.

“It is in our nature to run the risk of being different. We gladly clothe ourselves with a contrarian mentality and embrace the reputational risk of sticking out from the traditional wealth management industry. As such, our investment offerings are constructed extraordinarily. Many investors recognize the herd influence on the market necessitates being unconventional. To become better always means becoming different, often appearing unconventional; because of our endless drive to achieve better results, being different is a risk we will never cease taking. This is our ongoing commitment to our clients.”

— Kevin Forristall, CFA Chief Investment Officer

What are you willing to Risk? Contact TS Prosperity Group today.