Strategies > Capital Appreciation Model

Capital Appreciation Model

This core strategy seeks higher levels of principal growth. Income is not a primary consideration. Risk levels and possibility of market value fluctuations are relatively 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 Capital Appreciation portfolio will typically be invested in approximately 80% equities and 20% fixed income 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 portfolio strategy and who have long (seven to ten years) time horizons and can withstand periods of greater market volatility.


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