Foxstone & Invito Energy Partners

Foxstone Financial's President, Christian Ravsten spoke with one Steve Blackwell, CEO of Invito Energy Partners discuss the benefits of having oil and gas exposure in your portfolio.

The upfront tax benefits and built-in return from those benefits make direct oil and gas investments a unique opportunity.  Additionally, direct oil and gas investment creates passive income and is traditionally uncorrelated to the public markets, which makes it a valuable tool to manage risk through diversification in a personal portfolio.

Freedom4^TM

As a reminder, Freedom4^TM is Foxstone's proprietary flexible quadrant-based investment allocation system. Each box, or quadrant, contains different types of investments, which are built for different purposes, different risk factors and different time frames. In most circumstances, each quadrant is also weighted differently to reflect each client’s specific needs in purpose, goals, risk tolerance, and time factors. 

The Alternative quadrant can contain many different types of investments and is completely dependent on the clients’ needs, risk tolerance and time frames. These alternatives are uncorrelated compliments to other investments in the portfolio. Oil and gas investments fall into this quadrant.

For more information on Foxstone, our Freedom4^TM quadrant, and the role alternatives play in your portfolio, please schedule a call below.