The world has changed, and it's time to rethink traditional investment approaches. With significant advancements in academic investing science, Hilton Head offers its clients a sophisticated investment approach that integrates these advancements into portfolios designed for the modern era.

WaterStreet Research Partners provides a broad and comprehensive suite of Smart Mix portfolios tailored to fit every risk level, all based on academically sound principles.

Our portfolios incorporate cutting-edge advancements in the science of investing, offering a diverse range of strategies:

Smart Mix Wide Moat: Rivalling Warren Buffett's investment strategy, this portfolio focuses on individual stock selection of companies with strong competitive advantages.

Smart Mix Durable Dividend: Designed for investors seeking steady income, this portfolio prioritizes stocks with a history of durable dividend payouts.

Smart Mix Super Dividend: For those looking for high dividend yields, this portfolio selects stocks with the potential for higher dividend returns.

Smart Mix Thematic Growth (Disruptive Technology): Targeting innovative and transformative companies, this portfolio focuses on sectors poised for significant growth due to disruptive technologies.

Smart Mix Tactical Style and Sector: This portfolio dynamically adjusts to market conditions, shifting styles and sectors to optimize performance.

Smart Mix Adaptive Fixed/Alternative: Providing a defensive stance when needed, this portfolio includes a mix of fixed-income and alternative investments to safeguard against market volatility.

At Hilton Head Capital Partners, we leverage the latest advancements in investment science to construct world-class portfolios that meet our clients' diverse needs and goals.