Wealth Preservation Model (Conservative)
Designed and managed to preserve and protect existing wealth by investing largely in fixed income investments with minimal risk-adverse exposure to individual equities. In this model, pure equity holdings may be as large as 30%.
Asset Stabilty Model (Moderate)
Designed and managed to avoid risk and maintain a healthy growth profile. This model is intended for risk-adverse clients with a need for moderate growth. In this model, pure equity holdings may be as large as 60%.
Growth & Stability Model (Moderately Aggressive)
Designed and managed to maximize growth potential and limit risk simultaneously. Predominantly for clients with longer investment time horizons. In the Growth & Stability model, pure equity holdings may be as large as 70%
Equity Growth Model (Aggressive)
Designed and managed to grow equity quickly. This model is designed for clients with very long investment time horizons. In this model, more risk is accepted in order to provide higher returns and overall growth potential. In this model, the amount of pure equity holdings may be as large as 100%.
