Profile Objectives

 

Profile

1. Capital Preservation & Income 

  • Domestic Equity
  • Fixed Income
  • International Equity
  • Real Estate & Hard Assets
  • Cash 

 

2. Balanced

  • Domestic Equity
  • Fixed Income
  • International Equity
  • Real Estate & Hard Assets
  • Cash      

 

3. Global

  • Domestic Equity
  • Fixed Income
  • International Equity
  • Real Estate & Hard Assets
  • Cash 

% Range

 

 10% - 60%
30% - 80%
  0% - 50%
  0% - 30%
  2% -14%

 

 

10% - 70%
20% - 80%
10% - 70%
  0% - 30%
   2% - 14% 

 

 

15% - 80%
  0% - 10%
 15% - 80%
   0% - 20%
  2% - 12%

Long-Term Return Objective*

6-8%

 

 

 

 

7-9%

 

 

 

 

 

8-10%

 

* There can be no assurance that these objectives will be met.