At AG Capital Management, we offer a wide range of portfolio models to best serve our client needs. Our models offer clients the potential for strong investment returns with an emphasis on the preservation of capital. They should be considered in light of individual objectives, time horizon, and risk parameters. 

Investment Management…
Investment decisions at AG Capital Management are based on a wealth of internally and externally generated research as well as a mathematical approach to investing and the use of stop-loss techniques. Our goal is to provide superior risk-adjusted returns by applying fundamental and qualitative analyses centered on trading in strategic positions.

We offer investment products across the full spectrum of asset classes in both domestic and international markets. Our products include, but are not limited to, equities, fixed income, derivatives and alternative assets.

Our Investment Strategies...
AG Aggressive Growth Portfolio
The primary objective is to achieve capital appreciation by investing in a portfolio of undervalued growth-oriented companies. This portfolio is comprised of companies with a sustained competitive advantage, evidence of strategic execution over the entire course of the business cycle, and proven ability to relentlessly seek new market share or innovate new ideas or products.

AG Global Growth Portfolio
The primary objective is to achieve capital appreciation by investing in a portfolio of global growth-oriented firms. This portfolio places an initial emphasis on global economic conditions to determine parameters and isolates investment themes and ideas. Once the investment direction is grounded in a number of highly probable asset themes, we then seek to find equities that are best tied to that idea or theme. Generally, more than 75% of the investment portfolio will be constructed with non-US firms.

AG Fixed Income Portfolio
The primary objective is to provide steady income distributions together with an opportunity for capital appreciation through a diversified portfolio of stable, income-producing instruments. The portfolio may include common dividend paying stocks, income and royalty trusts, REITs, preferred shares and other debt instruments.

For more information on these strategies or any other not listed please contact us.

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