|
This portfolio
construction is best designed for an investor with Higher Risk
Tolerance who needs little and will consider Alternative
Investments

|
17%
Large Cap Growth
22% Large Cap Value
10% Mid Cap Equities
7% Small Cap Equities
18% Intl Equities
4% Emerging Markets
4% Long Term Bonds
7% Intermediate Term Bonds
8% Short Term Bonds
0% High Yield Bonds
3% Intl Bonds
0% Municipal Bonds
0% Cash
|
Investment Objective:
The
Portfolio seeks to provide growth of capital and some current
income.
Investment
Target:
78%
Equity
22% Bonds
0% Cash
10% Alternative
Investment Class Consideration is not Reflected
|