Conservative Investors
Seeks current income and stability as well as the potential for a modest increase in the value of the portfolio over time – currently, our allocation for this model calls for 40% Stocks, 55% Bonds and 5% Cash. This allocation may change with regard to economic conditions. All positions held are subject to removal based on certain fundamental requirements.
Moderate Investors
Seeks capital appreciation but at a risk level below that of the stock market. Income is a secondary concern – currently, our allocation for this model calls for 60% Stocks, 35% Bonds and 5% Cash. This allocation may change with regard to economic conditions. All positions held are subject to removal based on certain fundamental requirements.
Aggressive Investors
Seeks growth through a higher degree of risk with a willingness to accept greater volatility. Growth is the primary goal while income is incidental to the investor’s needs – currently our allocations for this model call for 80% Stock, 15% Bonds and 5% Cash. This allocation may change with regard to economic conditions. All positions held are subject to removal based on certain fundamental requirements.
