portfolio styles - strategic

Strategic Portfolios

Conservative Portfolio

In the Conservative Portfolio the investor seeks capital preservation, accepting lower income for lower risk.

Moderate Portfolio

In the Moderate Portfolio the investor seeks growth consistent with moderate risk.

Growth Portfolio

In the Growth Portfolio the investor seeks capital appreciation with some fixed income exposure.

portfolio styles- tactical

Tactical Portfolio

Bull

The Tactical Portfolio is optimized when market indicators are positive, the investor seeks maximum capital appreciation.

Bear

The Tactical Portfolio is optimized when market technical indicators are negative, the investor seeks full capital preservation.