Foxstone & Key Investment Partners

Several weeks ago we put out a piece highlighting the recent news of the government reclassifying cannabis from a level 1 drug to a level 3 drug clearing the way for Federal approval vs state by state approval. Following that news, Foxstone Financial's President, Christian Ravsten spoke with one of the Founding Partners at Key Investment Partners, Tiby Erdely to discuss their strategy, the opportunity within the space, and the role their strategy would play in client portfolios.

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. Key Investment Partners and their strategy 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.