In the Conservative Portfolio the investor seeks capital preservation, accepting lower income for lower risk.
Portfolio StylesWhat is the best portfolio for you?
Strategic Portfolios
Conservative Portfolio
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.
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.