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Model Portfolios
Preservation
The Preservation portfolio is designed for investors who understand the need for diversification, but have a low tolerance for market volatility or a shorter time frame in which to invest their funds. It seeks primarily to preserve capital and secondarily to attain capital appreciation. Typically, a greater portion of client assets will be invested in domestic and international bonds with a lesser portion allocated to equities. <view sample allocation>
Balanced
The Balanced portfolio is for investors who wish to achieve risk-adjusted, market-based returns while reducing overall portfolio volatility. The Balanced Portfolio seeks to strike a balance between growth and income by investing in both domestic and international equities and debt instruments. Assets may be more heavily weighted in either the debt or equity markets depending on market conditions. <view sample allocation>
Total Return
The Total Return portfolio was developed for investors who seek higher returns, but do not wish to invest solely in equities. This portfolio seeks capital appreciation by emphasizing domestic and international equities, while maintaining some exposure to debt instruments. <view sample allocation>
Global Capital Appreciation
The Global Capital Appreciation portfolio suits investors with a higher degree of risk tolerance. This portfolio seeks capital appreciation by diversifying assets among the domestic and international equity markets, while maintaining a lesser allocation to domestic and/or international bonds. <view sample allocation>
Global Capital Growth
The Global Capital Growth portfolio aggressively seeks capital growth through equity investing. This portfolio allocates assets primarily to the domestic and international equity markets, while maintaining some exposure to global emerging equity markets. The Global Capital Growth portfolio does not normally hold a significant amount of debt instruments. <view sample allocation>
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