Portfolio Objective Pyramids

The following Portfolio Objectives pyramids should serve as a guide as you develop your overall investment plan. It's likely one Portfolio Objective will fit your current situation better than the others. However, your investments may not always be in alignment with the suggested percentage ranges outlined below. We suggest you meet with your financial advisor* regularly to review your portfolio and make any necessary changes, particularly since your Portfolio Objective will likely change over time.

View Our Portfolio Objective Pyramids:

Core Portfolios:

• Growth Focus
• Balanced toward Growth
• Balanced Growth and Income
• Balanced toward Income
• Income Focus

Special Circumstances Portfolios:

• All-equity Focus
• Preservation of Principal

Next Step
Contact your local financial advisor for a free portfolio review and to develop an investment strategy tailored to your unique needs.