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Managing Your Investment Portfolios

Disciplined. Personalized. Proven.

At IC Blue Heron Wealth Advisory Group, we manage a suite of discretionary stock portfolios designed to align with your unique financial goals. These portfolios - think of them as “strategy sleeves” - are built around distinct investment themes and objectives. They can be combined across various account types and integrated into your broader asset allocation plan. But our approach goes beyond stock picking. It begins with financial planning first.

Structural Patience: Investing with Confidence

Before we invest a single dollar, we take the time to understand your life, your short-term and long-term goals, and your cash flow needs. Then, we build liquidity directly into your portfolio - using cash reserves and fixed income instruments like GIC ladders - to ensure near-term needs are met. This strategy, which we call Structural Patience, allows the equity portion of your portfolio to grow uninterrupted over a 5+ year horizon.

This structure minimizes the pressure to time the market and reduces anxiety during periods of volatility - because your short-term needs are already covered.

Active Oversight. Disciplined Strategy.

We actively manage your portfolios in-house, with full discretion and accountability. Every day, we monitor the market to ensure we have the best players on the field. Our process is rooted in:

Independent, third-party research
consolidated into our internal decision-making framework

Daily tracking spreadsheets
that distill a wide range of financial data into clear, actionable insights

Rigorous analysis
of company fundamentals, size, liquidity, sector, and geography

Short-term signals
like SMAX (short-term momentum scores) and Relative Strength (how a stock performs compared to a benchmark or another asset) across stocks, sectors, and regions

Trend tracking
helping us identify changes in market leadership and act with greater confidence

ESG
we also apply disciplined overlays like Environmental, Social and Governance (ESG) screening

Equity Action Call,
a market-bevel barometer of investability- ensuring our decisions remain systematic, consistent and free from emotional bias

Tailored to You. Managed by Us.

By combining strategic planning, rigorous research, and day-to-day portfolio management under one roof, we stay aligned and accountable - to the market and to you. Our team has been executing this process successfully for over 12 years, helping clients not only meet but often exceed their long-term financial goals.

The Bottom Line?

We don’t chase markets - we build portfolios with purpose. Through discipline, structure, and thoughtful planning, we give your investments the time they need to grow - so you can focus on what matters most.