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Model Investment Strategies

Growth portfolios seek long-term capital appreciation; current income is not important.
  • Long-term investment horizon
  • Willing to accept fluctuating stock market values
Moderate Growth portfolios primarily seek long-term capital appreciation, with a secondary consideration of dividend enhancement.
  • Medium to long-term investment horizon
  • Willing to accept fluctuating stock market values
Moderate portfolios will temper the emphasis on growth by introducing fixed income investments, which may, at times, represent a significant portion of the portfolio.
  • Intermediate time horizon
  • Willing to accept some degree of stock market fluctuation while balancing the portfolio with bonds
Moderately Conservative portfolios will temper the emphasis on growth with a greater concentration on fixed income investments.
  • Intermediate time horizon
  • Cash flow or stability of portfolio value become more important
Conservative portfolios seek income as a primary objective, with a secondary emphasis on capital growth.
  • Short to intermediate time horizon
  • Willing to accept lower returns in exchange for a lower degree of portfolio volatility

08/13