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. EquityFixed […]
2016-11-08T10:44:05-06:00September 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 4%
Real Estate Equities 3%
Fixed Income 71%
Money Market 9%

Real Estate[…]
2019-04-03T09:04:36-05:00September 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 […]
2019-04-03T09:10:18-05:00September 27th, 2016|
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