Low Risk Capital Growth
Permanent Portfolio Family of Funds is designed to grow real wealth while mitigating economic risks. Though each portfolio has a distinct investment policy tailored to meet specific financial goals, all four investment portfolios are managed for capital appreciation and follow tax-planning strategies we believe have the potential to compound profits faster and with greater return. It is an investment strategy anchored in the knowledge that diversification can help protect assets in all kinds of markets while steadily cultivating potential rewards.

For over 24 years, Permanent Portfolio Family of Funds has been a sound strategy for investors looking for risk averse capital growth and the preservation of purchasing power. The fund family includes Permanent Portfolio, Aggressive Growth Portfolio, Treasury Bill Portfolio, and Versatile Bond Portfolio.

A Disciplined and Market Tested Strategy
The people who manage Permanent Portfolio Family of Funds recognize accurately predicting market fluctuations can be an impossible task for even the wealthiest and most well informed investor.  That’s why they created this fund family. 

Unlike mutual funds that may heavily commit to a single investment category, the Fund’s core portfolio, known as Permanent Portfolio, doesn't try to out-guess the market or predict future economic events. Instead, this Portfolio commits a fixed target percentage of its assets to carefully chosen investment categories. It's designed to preserve and increase the purchasing power value of its shares over the long term, regardless of current or future market conditions.

The investment categories and target percentages used throughout Permanent Portfolio were developed from extensive research on the behavior of investment prices through numerous periods of rising and falling inflation.  This research helped to determine the weight we believe should be given to each category in order to successfully increase profits while protecting an investor’s purchasing power in a wide variety of economic climates.  

Wealth Protection Through Diversification
People who work hard to build a nest egg will do everything possible to avoid scrambling it.  A unifying ideal, this desire is clearly evident in the diversification strategy employed by all four portfolios managed by Permanent Portfolio Family of Funds. 

Through diversification and discipline, the Fund expects to earn profits that are greater than the losses incurred by other parts of the portfolio.  And though that might sound like breaking even, it couldn’t be farther from the truth.  In fact, Permanent Portfolio Family of Funds’ goal is to gain purchasing power no matter what the future holds.