Strategies > Aggressive Growth Model

Aggressive Growth Model

This core strategy seeks high levels of principal growth. Income is not a primary consideration. The portfolio is invested in assets that have a large amount of fluctuation and have offered higher levels of returns over long (ten+ years) time horizons. The risk level and possibility of market value fluctuations are high. The portfolio is structured around a long-term strategic allocation which principally invests in a diversified equity portfolio of large, small and mid cap stocks and international stocks and allocates a modest portion of the portfolio in fixed income investments. The Aggressive Growth portfolio will typically be invested 100% in equity investments. The portfolio management team may make tactical allocation adjustments from the target when they believe market conditions warrant changes. This portfolio may appeal to those investors in need of a diversified strategy and who have long (ten+ years) time horizons are willing to accept high volatility in exchange for the potential of higher returns.