--- title: SmartGrowth Strategy description: Explore SmartGrowth’s disciplined investment strategies with customized allocations and stock models to match your goals and risk profile. --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # SmartGrowth Strategy Investment Strategy Suite Growing with precision. Adapting with purpose. A disciplined investment approach designed to align with your long-term goals and risk preferences. Two model families — **Allocation** and **Stock** — managed monthly with WealthVisory's proprietary technical analysis. [Book a Meeting →](https://calendly.com/chris-wealth) [Explore Strategies ↓](https://wealthvisory.com/smartgrowth-strategy#allocation) 9 Models in the Suite Allocation + Stock 2 Model Family Types Allocation & Stock Monthly Holdings Review Tactical rebalancing 20–100% Equity Spectrum Allocation models Overview ## Two model families **One disciplined approach.** SmartGrowth gives investors a clear, structured path from conservative income through aggressive equity growth — with portfolios actively managed using WealthVisory's proprietary technical analysis of supply and demand. ### — Allocation Models Six fully diversified portfolios spanning **20% to 100% equity**. Each blends individual stock sleeves, core equity fund holdings, and a **tactical equity rotation sleeve** targeting top-performing asset classes. Fixed income sleeves tactically rotate while maintaining a single core holding for stability. ### — Stock Models Three concentrated, equity-only strategies built for investors who want focused exposure to **U.S. and global stocks** — selected through our supply-and-demand technical analysis. Each portfolio is reviewed and adjusted **monthly**, ensuring positioning remains aligned with shifting market conditions. Allocation Models ## Six portfolios, calibrated by **risk-reward.** Each model balances equity and fixed income to match an investor's goals — from capital preservation to aggressive growth. Equity Fixed Income SmartGrowth 20Conservative 20% Equity 80% Fixed Income **20%** / 80% SmartGrowth 40Moderately Conservative 40% Equity 60% Fixed Income **40%** / 60% SmartGrowth 60Balanced 50% Equity 40% Fixed Income **50%** / 40% SmartGrowth 70Moderate Growth 70% Equity 30% Fixed Income **70%** / 30% SmartGrowth 80Growth 80% Equity 20% Fixed Income **80%** / 20% SmartGrowth 100Aggressive Growth 100% Equity **100%** / 0% Stock Models ## Concentrated equity, **actively managed.** Three stock-only strategies for investors pursuing maximum growth — each grounded in WealthVisory's technical, supply-and-demand approach to security selection. Stock Model 01 ### SmartGrowth Flagship Stock 100% Equity · Concentrated A concentrated portfolio of leading U.S. stocks drawn from the S&P 500, Dow, and Nasdaq, paired with a static allocation to the “Super 6” core holdings. Stock Model 02 ### SmartGrowth Global Stock 100% Equity · Up to 50% International An aggressive stock-only model with the ability to allocate up to 50% internationally — built for investors seeking diversified equity exposure across global markets. Stock Model 03 ### SmartGrowth Focused Stock 100% Equity · S&P / Nasdaq An aggressive stock-only model concentrated in S&P 500 and Nasdaq names — built for investors with a high tolerance for volatility in pursuit of maximum growth. Why Choose SmartGrowth ## Three reasons SmartGrowth **works.** 01 ### Diverse Risk-Reward Spectrum Nine distinct strategies span conservative income through aggressive growth — adapted to varied investor needs and life stages. 02 ### Active, Technical Management Monthly reviews driven by proprietary technical analysis keep portfolios aligned with shifting market trends and conditions. 03 ### Tactical Rotation Sleeves Allocation and fixed income sleeves tactically target the best-performing asset classes — not static benchmarks. Get Started ## Find the SmartGrowth strategy aligned with **your goals.** Schedule a 30-minute introductory call with a WealthVisory advisor to explore how SmartGrowth fits into your broader financial plan. [Book on Meeting→](https://calendly.com/chris-wealth) [Visit Contact Page→](https://wealthvisory.com/contact?hsLang=en) Securities and Advisory Services offered through Prospera Financial Services. Member FINRA/SIPC. Investments involve risk and may lose value. Past performance is not indicative of future results. Allocations shown are target allocations and may vary based on market conditions and tactical adjustments. The SmartGrowth Strategy is not suitable for all investors; consult your advisor to determine if it aligns with your objectives, risk tolerance, and time horizon. #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. 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