Asset Allocation Strategies
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1. All Fixed Income
Primary goal is to maximize current income through an 85-100% allocation to fixed income securities. A modest allocation to cash (up to 15%) may sometimes augment the fixed income investments.
2. Balanced Income
Primary goal is to maximize current income through a 55-75% allocation to fixed income securities, complemented by a secondary consideration for appreciation through an allocation of 25-45% in equities.
3. Balanced
Primary goal is to offer the potential for both capital appreciation and current income through a 40-60% allocation to both equities and fixed income securities.
4. Balanced Appreciation
Primary goal is to offer the potential for capital appreciation through a 55-75% allocation to equities, complemented by a secondary consideration for current income through an allocation of 25-45% in fixed income securities.
5. All Equity
Primary goal is to maximize capital appreciation potential through an 85-100% allocation to equities. An allocation to cash (up to 15%) may sometimes augment the equity investments.