Itasca Wealth Management takes a customized approach to every client portfolio

 

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HIGH YIELD STOCK

High income stock portfolio with potential for growth

  • Stock portfolio with 3%+ yield
  • Primarily large cap, blue chip companies
  • Broad exposure to all market sectors (little or no exposure to utility stocks)
  • High income equity portfolio with potential for appreciation

SOCIALLY RESPONSIBLE

Socially responsible focused portfolio based on client passions)

  • Clean energy (solar, wind, hydro)
  • Water (sanitation, desalination, utilities, infrastructure)
  • Resource sustainability
  • Clean technology
  • Screen out (oil, alcohol, tobacco, weapons, nuclear, mining, other?)
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MINNESOTA-BASED Companies

Invest your money in your own backyard

  • Multi-cap (micro to large corporations)
  • Diversified portfolio from all market sectors
  • Focus on stocks with above average growth potential

Low Cost BASIS

Prudent management of low cost basis positions

  • Tax efficient
  • Low turnover
  • Customized portfolio approach based on client needs