Professionally Managed Model Portfolios
Capital Preservation


Objective

  • Seeks preservation of principal with moderate current
    income and limited appreciation potential.

Investor Profile

  • Investors with short to intermediate-term goals (2-3
    years)
  • Those who are interested in protecting the amount of
    money they invest
  • Those who want some growth as a hedge against
    inflation

Model Allocation

  • Equity Mutual Funds = 20%
  • Bond Mutual Funds = 50%
  • Short-Term Bond Funds = 30%

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Moderate Growth

Objective

  • Seeks protection against inflation through intermediate-
    term asset growth.

Investor Profile

  • Investors with intermediate-term goals (4-6 years)
  • Those seeking more stability in "up" and "down"
    markets than stocks alone provide
  • Investors who want to build their capital and protect the
    value of their portfolio against inflation without
    experiencing large swings in portfolio value

Model Allocation

  • Equity Mutual Funds = 50%
  • Bond Mutual Funds = 40%
  • Money Market Funds = 10%

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Wealth Building


Objective

  • Seeks long-term capital appreciation, recognizing that
    short-term fluctuation in portfolio value may occur.

Investor Profile

  • Customers with long-term goals (7+ years)
  • Those more interested in beating inflation
  • Those less concerned with current income
  • Investors seeking a diversified approach to wealth
    accumulation

Model Allocation

  • Equity Mutual Funds = 70%
  • Bond Mutual Funds = 25%
  • Money Market Funds = 5%

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Aggressive Appreciation


Objective

  • Seeks strong capital appreciation over a long
    investment horizon; the aggressive mix of 95% equity
    securities will produce high short-term fluctuation in
    asset value.

Investor Profile

  • Investors with long-term goals
  • Investors with other investments providing adequate
    diversification
  • Those who can ride out frequent shifts in portfolio values
  • Those seeking maximum growth of their assets
  • Those who want the highest potential return from a long-
    term investment

Model Allocation

  • Equity Mutual Funds = 95%
  • Bond Mutual Funds = 0%
  • Money Market Funds = 5%

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Market Leaders


Objective

  • Invest assets in the top two performing market
    segments.

Investor Profile

  • Investors with other investments providing adequate
    diversification
  • Those who can ride out frequent shifts in portfolio values
  • Those seeking maximum growth of their assets
  • Those who want the highest potential return from a long-
    term investment

Model Allocation

  • Top Performing Sector #1 = 50%
  • Top Performing Sector #2 = 50%
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