Performance and Characteristics

Understanding Our Products

Our “Core” Portfolios

    • Capital Preservation : 100% Yield
    • Income Plus: 20% Equity, 80% Yield
    • Conservative Growth : 40% Equity, 60% Yield
    • Balanced: 50% Equity, 50% Yield
    • Moderate Growth: 60% Equity, 40% Yield
    • Growth: 80% Equity, 20% Yield

Our Strategic Growth Opportunities (“SGO”) Portfolio

    • SGO: – 100% equities

Our Individual Equity Portfolio .

    • 40-50 Securities
    • Equally weighted positions – 2.5% in each security
    • No more than 25% in any one sector
    • 100% Large Cap Value
    • Minimum Account size $500,000

Our Individual Bond Portfolio

    • 10-15 Securities
    • Corporate Issues with a credit rating of “A” or higher
    • Agency Issues
    • Municipal Issues

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