Model A – Conservative
A conservative model reflects a preservation of capital approach and has a lower risk tolerance than any of the other models.
Model B – Balanced
A balanced model is geared toward investors who are looking for a mixture of safety, income and modest capital appreciation.
Model C – Growth and Income
A growth and income model is a duel strategy geared toward growth and income generation. It has a moderate risk tolerance.
Model D – Growth
A growth model is geared toward investors with the sole purpose of capital appreciation. It has a moderate to high risk tolerance.
Model E – Aggressive Growth
An aggressive growth model is geared toward investors with the sole purpose of capital appreciation and higher return potential than the growth model. It has a speculative risk tolerance.
Each participant’s portfolio must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. There is no guarantee the models described will meet their stated objectives. All investing involves risk, including loss of principal.
Please click here to view your investments and additional information regarding investment risks.
