Sector Investing

SECTOR FUND PORTFOLIOS (SFP)  is a division of CAPVEST FINANCIAL GROUP.

Founded in 1996, SFP Offers fee-only investment planning services to individuals, businesses, and organizational clients whose major investment goal is long-term capital growth with above-average risk tolerance. The investment products offered in this program are no-load sector mutual funds. SFP has two general sector fund portfolios:

  • Pure Sector. This portfolio consists entirely of sector funds that feature either a value-oriented or growth-oriented investment style. It is appropriate for more aggressive long-term growth accounts such as traditional and Roth IRAs.
  • Core Sector. This portfolio consists of three to five sector funds along with lower-risk stock, bond, and money market funds. It is appropriate for more moderate-risk long-term growth accounts.

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