Innovative Wealth Building Strategies

At Calabash, our mission is to build long term wealth by providing tailored portfolio solutions to individuals, families, and institutions, empowering them to manage capital effectively and build enduring wealth for generations to come

OVERVIEW

Calabash stands as an innovative beacon for growth, meticulously navigating the investment landscape to cultivate wealth

With a steadfast commitment to identifying fundamentally sound stocks in growth-centric sectors, our long-term perspective, unwavering focus on quality, and embrace of volatility propel us forward, ensuring our clients thrive in ever-evolving markets

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INVESTMENT STRATEGIES

At Calabash, our edge lies in our innovative fusion of quantitative and fundamental investing philosophies.

At Calabash, we believe that a unique tapestry of investing philosophies that combines quantitative investing with fundamental investing gives us an edge. The combined power of fundamental analysis, data-driven analysis and a disciplined decision-making process generates superior investment returns.

Individuals & Families

We are dedicated to empowering individual investors on their journey to financial prosperity. With personalized strategies, unwavering support, and a steadfast commitment to their goals

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Asset Allocators & Institutions

Empowering Institutions, Enriching Partnerships: Your goals are our mission, your challenges our call to action, and your success our greatest reward

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Family Office

Family Offices Elevated: Our mission is to honor your legacy with reverence and purpose, fueling your future with relentless dedication and unwavering commitment

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At Calabash, we are dedicated to the creation of long-term wealth through the delivery of personalized portfolio solutions to individuals, families, and institutions, thereby empowering them to proficiently manage capital and cultivate sustained prosperity for future generations."

INSIGHTS

The Calabash Edge

Calabash offers a unique edge by combining downside protection with measurable upside growth, providing clients with both growth opportunities and peace of mind in volatile markets.

This advantage is achieved through patient and confident investment strategies, coupled with a common-sense approach to risk management, ensuring profitability while selecting stocks with substantial upside potential and mitigating significant draw-downs

INSIGHTS

The Wealth Gap

We aim to work with families and individuals to shrink the wealth gap. In 2013 the non-partisan Congressional Budget Office (CBO) released data showed total family wealth of $67 trillion. But that $67 trillion pie wasn’t split evenly.

In fact, the top 10% of families held 76% of total wealth, according to CBO data. The top 10% starts with incomes of $942,000.

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