ASSET ALLOCATION STRATEGIES
You have certain long-term financial goals in mind and you also have a certain tolerance for risk when it comes to investing your money. Asset Allocation should be the foundation of your portfolio that determines the broad risk level of your portfolio in order to match your risk profile. A well-diversified portfolio contains distribution of assets among different strategic asset classes, such as stocks, bonds, and cash-equivalent instruments. Then you can tactically diversify among several more distinct asset classes such as large verses mid or small capitalization equities, domestic and foreign equities, and fixed income with varying maturity/duration, type of issuer and credit quality. Below please find asset allocation illustrations for various investment objectives.

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Income Income & Growth Growth & Income
Growth Aggressive Growth  

Please note that asset allocation does not assure a profit against loss in a declining market and investments are subject to market risk and may lose value.

 
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