Asset Allocation Programs
 
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LifeStylesSM

A risk-based and actively-managed asset allocation program designed to meet the three fundamental principles of professional money management — diversification, asset allocation and a disciplined decision process.

The LifeStylesSM investment program is intended for individuals and institutions seeking professional portfolio management.

The individual portfolio strategies are constructed with an optimal percentage of stocks and bonds to address specific investment goals while balancing risks and returns.

Each model is available using either mutual funds or exchange-traded funds.

LifeStylesSM Portfolio Models

Current Income

• Portfolio: Money Market investments; short-term bonds.
• Strategy: Short-term goals; keep investments liquid while protecting assets.

Income with Growth

• Portfolio: Large- & mid-cap equities; intermediate- & short-term bonds.
• Strategy: Short-to-intermediate goals; protect & grow portfolio; hedge against inflation.

Moderate Growth

• Portfolio: Large-, mid-, small-cap & international equities; intermediate- & short-term bonds.
• Strategy: Intermediate goals; conservative growth over time; minimize large swings in value.

Wealth Building

• Portfolio: Large-, mid-, small-cap & international equities; intermediate- & short-term bonds.
• Strategy: Intermediate- & long-term goals; build wealth & protect against long-term inflation.

Aggressive Appreciation

• Portfolio: Large-, mid-, small-cap & international equities.
• Strategy: Long-term goals; above-average gains over time with higher level of risk. 

 
 
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