IntelliBuilD® Growth

IntelliBuilD® Growth

The IntelliBuilD Growth SMA strategy seeks capital appreciation in a portfolio of 33 individual stocks selected from Investor’s Business Daily (IBD)’s and William O’Neil stock lists. A disciplined approach is implemented to select fundamentally strong American growth-oriented equities based on quantitative scores and relative strength.

The potential candidates for purchase are ranked with quantitative scores from William O’Neil + Company based on their Composite Rating and Relative Strength, which measures recent outperformance. Similar to the other equity portfolios, downside risk scores are critical components of the analysis to try to mitigate potential risks. 

Portfolio Managers

Dave Gilreath, CFP®
Tom Kaiser, CFA, CPA

Inception Date


IntelliBuilD Growth SMA Strategy Highlights

IntelliBuilD Growth Portfolio Construction