Ages 19+

Age-Based Conservative Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income, consistent with preservation of capital.

The Portfolio invests in a targeted mix of bond and money market mutual funds that represent various asset classes and sectors.

Fixed Income 50%
Money Market 50%

Real EstateInternational Equity
U.S. Equity […]
2022-03-17T16:42:11-05:00September 28th, 2016|

Age-Based Aggressive Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income and low to moderate growth of capital.

The Portfolio invests in a targeted mix of stock bond, and money market mutual funds that represent various asset classes and sectors.

U.S. Equities 13%
International Equities 5%
Real Estate Equities 2%
Fixed Income 72%
Money Market 8%

Real Estate […]
2022-09-20T23:02:11-05:00September 28th, 2016|

Age-Based Moderate Ages 19+

Portfolio Overview

The Portfolio seeks growth of current income.

The Portfolio invests in a targeted mix of stock, bond and money market mutual funds that represent various asset classes and sectors.

U.S. Equities 7%
International Equities 2%
Real Estate Equities 1%
Fixed Income 67%
Money Market 23%

Real EstateInternational Equity
U.S. EquityFixed […]
2022-09-20T23:09:52-05:00September 27th, 2016|
Go to Top