Model Portfolios are for those looking to take it to the next level. I've partnered with Fidelity Investments, one of the most trusted financial institutions in America, to provide those with a little extra to start a $50,000 minimum investment account. I've created three managed model portfolios that can be selected from.  Let me show you how this works... Happy Virtual Dan Model Portfolios are for those looking to take it to the next level. I've partnered with Fidelity Investments, one of the most trusted financial institutions in America, to provide those with a little extra to start a $50,000 minimum investment account. I've created three managed model portfolios that can be selected from.

Let me show you how this works...
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Model Stock Portfolios

The Portfolios are each built with specific objectives. You can choose any or all three model portfolios. ($50,000 min per strategy)

The Large Cap Growth Strategy:

large cap growth pie chart

28 Growth Stock Portfolio

Such As: Apple, Amazon, Visa, Nike, Union Pacific, and +23 More!

The Large Cap Growth Strategy (Learn More)

The Blue Chip Value Dividend Strategy:

blue chip value Dividend pie chart

28 Dividend Paying Stock Portfolio

Such As: American Electric Power, McDonald’s, Lockheed Martin, Clorox, AT&T

Blue Chip Value Dividend Strategy (Learn More)

The Dogs of the Dow Strategy:

Dogs of Dow pie chart

10 Stocks Blue Chips

Own the top ten dividend yielding Dow Jones Industrial Average’s Components

The Dogs of Dow (Learn More)

Let us know which strategy(s) you’d like more info about:

    The Large Cap Growth StrategyThe Blue Chip Value Dividend StrategyThe Dogs of Dow