2-4 Our Diversified Portfolios

Our Diversified Portfolios

Research and experience has proven to us that a widely diversified portfolio is the client’s best assurance of maintaining wealth, growing assets and obtaining financial goals.


Fund diversity is achieved in seven major portfolios. Each one features:
• 12,312 unique holdings
• 18 distinct asset categories
• Funds from 42 countries

Income and Growth Portfolio

Balanced Growth Portfolio I

Balanced Growth Portfolio II

Balanced Growth Portfolio III

Long-Term Growth Portfolio

Long Term Growth Portfolio

Aggressive Growth Portfolio

Fund diversity can change daily. These percentages are approximate.

Call 203 453-1017 as an important step towards reaching your retirement goals or click here and schedule an appointment.