Short to intermediate term multi-sector, investment grade bonds.
Mixed global asset portfolio with a normal risk target allocation of 30% equities, 70% bonds and cash.
Mixed global asset balanced portfolio with capped equity exposure at 55% and minimum exposure of 30%.
Mixed global asset balanced portfolio with a normal risk target allocation of 60% stocks, 40% bonds and cash.
Global, predominantly stock portfolio with normal risk allocation at 75%.
Mixed global asset portfolio of mutual funds with a normal risk target allocation of 60% stocks, 40% bonds. Used for accounts under $100,000. * The model portfolios are currently executed through separately managed accounts (SMAs). These SMA accounts allow for client-specific customization as needed. An investor should consider their Model Portfolio's investment objectives, risks, charges, and expenses carefully before investing. Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, marle sectors, and size of companies.
* International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.