OUR PORTFOLIO OFFERINGS

Overview:

Traditional investment diversification, also commonly known as asset allocation, consists of proportioning stocks, bonds, and cash to manage volatility and enhance returns. Successful stock selection requires further diversification by style (growth and value) and market capitalization (large-cap). Sparrow offers clients the option of growth stock portfolios diversified by market capitalization using our Core Momentum Growth investment philosophy and process.

Core Momentum Growth Portfolios:

• World Total Return Portfolio
• Large-Cap Core Growth Portfolio
• Tax Advantaged Rising Dividend Portfolio - Call for details
• Small-Cap Core Growth Portfolio - Call for details