The Mainsail Equity Model shows a positive YTD return after this challenging first half of the year. All cash has been deployed recently to capitalize on the opportunity to buy the dips. The last week of May and the first week of June are historically positive periods for market returns, so we will wait two more weeks before we consider taking any gains to rebuild this model’s cash position.

The Mainsail Equity Model is the product of decades of work and research and is unique to this firm. It is the flagship portfolio model of Northshore Wealth Management and is the inspiration for the image in the company logo. Mainsail seeks opportunities in blue-chip growth stocks with the flexibility to deploy cash at opportune times. It is also the foundation of our other two proprietary allocation models, which use this equity model in combination with additional strategies to meet other investment objectives.

The Nordhavn Tax-efficient Income Model seeks to offer increasing lifetime income from a growing portfolio with complete flexibility for any of life’s change of plans. On the water, Nordhavn is a fuel-efficient boat designed for long-distance travel. In Wealth Management, Nordhavn is the namesake of our tax-efficient income model, built to last.

In our Regatta Strategic Option Model, we overlay the Mainsail Equity Model with an option trading strategy to seek further momentum in portfolio returns. Regatta is a limited offering due to the time dedicated to managing it.

Across these three models, we can meet objectives for income with moderate growth, focused growth, and aggressive growth. Northshore is not limited to offering these investment models by any means. Clients here have access to any investment product on the market, and I’m committed to finding the right strategy for each client.

I take pride in the work that goes into managing these models, and this is one of the reasons I limit the number of accounts I manage. I believe an investment firm can achieve greater success by focusing on the quality of their work over the quantity of their accounts. I have no financial incentive to recommend my own portfolio models over any other. Fees at Northshore Wealth Management are structured to offer fiduciary advice. This means product recommendations are prioritized based on how they suit our investors, not how they compensate the advisor. Fees are communicated upfront with 100 percent transparency.

Connect with me for a free, zero-commitment consultation to learn more. Asset management begins at $400,000. The Regatta Model’s minimum investment is $5,000,000. As with any investment, returns are not guaranteed, and past performance does not indicate future performance. I do not recommend any investment product until I have enough information about your finances, investment experience, and future objectives to make a suitable recommendation.