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This portfolio
construction is best designed for an investor with Moderate Risk
Tolerance who needs some liquidity and will consider Alternative
Investments
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11%
Large Cap Growth
17% Large Cap Value
7% Mid Cap Equities
4% Small Cap Equities
13% Intl Equities
3% Emerging Markets
6% Long Term Bonds
10% Intermediate Term Bonds
13% Short Term Bonds
3% High Yield Bonds
3% Intl Bonds
0% Municipal Bonds
5% Cash
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Investment Objective:
The
Portfolio seeks to provide growth of capital and a low to
moderate level of current income.
Investment
Target:
55%
Equity
35% Bonds
5% Cash
5% Alternative
Investments Class Consideration not Reflected
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