Here is an example of the different portfolios we actively manage for our clients.
Fixed Income
Our fixed-income portfolio is focusing to generate stable and predictable returns from low-risk assets that pay interest and dividends.
Conservative
Our conservative portfolio is focusing to preserve an investment portfolio's value by using mostly lower-risk securities such as fixed income and large cap equities.
Moderately Conservative
Our moderately conservative portfolio is focusing to preserve and grow an investment portfolio's value using lower-risk securities such as fixed income, large cap, some small cap, international and emerging market equities.
Moderate
Our moderately portfolio is focusing to provide balance of growth and income using mostly fixed-income securities, large cap and international equities.
Moderately Aggressive
Our moderately aggressive portfolio is focusing to provide mostly growth with some income using mostly large cap, small cap, international and emerging market equities and some fixed income.
Aggressive
Our aggressive portfolio is focusing to maximize returns by taking a higher degree of risk, using an aggressive investment strategy such as large cap, small cap, international, emerging market equities, with a minimum amount of fixed income.
All Equity
Our all-equity portfolio is built for our investors with a high risk tolerance and long term horizon. We use a mixture of large cap, small cap, international, emerging market equities with no fixed income.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. Stock investing involves risk including loss of principle. The prices a small caps and mid-cap stocks are generally more volatile than large cap stocks. the payment of dividends is not guaranteed. Companies may reduce or eliminate the payment at any given time. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
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