Portfolio Management

Our Growth Model Portfolio targets companies with strong growth potential across a range of industries. We apply rigorous fundamental and Technical analysis with a value-oriented discipline, seeking opportunities via sector rotation and economic consumer trends. By blending growth and value frameworks, we aim to capture upside while maintaining a clear respect for risk and capital preservation. 

Mozella Futurist Portfolio

The Mozella Futurist Portfolio blends cryptocurrencies with a heavy focus on AI, robotics, and technology, while maintaining a hedge through a short position on the S&P 500. Safety is built in with Treasury bond funds and commodity ETFs, allowing the portfolio to capture the explosive growth potential of AI and crypto while staying grounded with Bonds and Hard Assets.

At Mozella, our fixed-income strategy is built on a foundation of value and stability. Our primary goal is to identify and invest in undervalued, high-dividend-paying stocks alongside a carefully selected mix of agency bonds, municipal bonds, and government securities. This approach is designed to generate reliable income, preserve capital, and take advantage of opportunities where quality assets are trading below their intrinsic value—allowing you to benefit from both steady cash flow and potential long-term appreciation.

Our Blended Portfolio combines the pursuit of long-term capital appreciation with consistent income generation. We allocate across high-quality dividend-paying stocks, growth-oriented equities, preferred shares, bonds, bond funds, and REITs. We also look to include mortgage debt as well as agency real estate–backed bonds to further enhance diversification and income potential. By blending growth and income strategies, we aim to deliver a well-rounded portfolio that supports both capital appreciation and income, all while maintaining a disciplined, risk-adjusted approach. 

The Precision Value Portfolio is a strategic, risk-adjusted equity strategy focused on uncovering undervalued opportunities with strong fundamentals. Built around a concentrated selection of stocks, this portfolio emphasizes quality targeting companies with durable competitive advantages, disciplined capital allocation, and attractive valuations. Designed for investors seeking long-term growth with a margin of safety, Precision Value blends rigorous analysis with strategic exposure to deliver performance that aligns with both confidence and caution. This portfolio includes all types of investments with an emphasis on purchasing assets at a deep value with a manageable margin of safety. 

Adapted from institutional endowment strategies, th Mozella Evergreen Portfolio is designed to perform across all economic environments. We diversify across asset classes — including equities (growth, value, large cap, and dividend payers), preferred stocks, real estate, commodities, private equity, and fixed income — to capture opportunity while managing risk. This portfolio seeks to deliver long-term growth, reliable income, and resilience through economic cycles. 

Our 80/20 Portfolio, inspired by Warren Buffett’s advice to his wife, is built for simplicity and peace of mind. It holds 80% in a low-fee S&P 500 index fund and 20% in cash and short-term Treasuries, rebalanced annually. This strategy is designed for autopilot investing—a low-stress, long-term plan that lets your money work for you without constant oversight.

Through our custodial relationship at Charles Schwab, clients gain access to professionally managed model portfolios from BlackRock, Goldman Sachs, Schwab and more. These institutional strategies, once reserved for high-net-worth investors, are now available to all our clients — providing diversification, professional management, and world-class research without traditional high minimums.