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Asset Allocation

Sample portfolio models

Please keep in mind, the sample allocation is not meant to be construed as a recommendation or investment advice. Rather, it is intended to give you a point of reference when considering your own unique situation. You may have additional concerns not reflected herein that may affect your investment decisions. Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses. All investments involve risk including the possible loss of principal.

30% stocks

30% money market         instruments

40% bonds

Conservative

Moderate

Aggressive

50% stocks

20% money market         instruments

30% bonds

80% stocks

10% money market instruments

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