We
offer five strategies of managed mutual fund portfolios, three are
illustrated below: Balanced, Conservative Growth, and Growth.
The Balanced account is recommended for a more risk-averse long-term
investor. This model is for the investor that is concerned
with principal stability. In addition, an investment goal
of this portfolio is providing risk-adjusted returns that exceed
the rate of inflation and taxes by 4%. This account typically
holds 20-50% in bond funds and may also buy individual bonds.
The objective of this portfolio is to compete with the Lipper Balanced
Index while assuming similar risk.
The Conservative Growth account invests primarily in stocks and to a smaller
degree in such assets as real estate and convertible bonds.
This account is recommended for the moderate risk long-term investor.
This portfolio's objective is to achieve long-term returns similar
to the Standard & Poors 500 Index while assuming less risk.
The Growth account is for a more aggressive investor.
This portfolio will invest primarily in mutual funds that are non-diversified/concentrated
portfolios. The objective of this portfolio is to provide
superior returns to the Standard & Poors 500 Index while assuming
similar risk.
