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Portfolio Models

The investment allocation for your portfolio is determined by your goals and objectives using information from your Data Form and Risk Tolerance Questionnaire. Please note these are "model" portfolios and there will be times when these allocation weightings will be varied depending on certain market conditions and your personal circumstances.


This portfolio is designed to protect the principal within the portfolio from loss of value. Income generated by the portfolio is of secondary concern. The majority of the portfolio is invested using a combination of high quality bonds, a competitive money market, and / or FDIC-insured certificates of deposit, and equities which are generally more risky.


This portfolio is designed to provide both current income and growth of portfolio assets and has moderate risk. An equal emphasis is placed on both earning current income and asset growth.


This portfolio is the most aggressive portfolio. It's largest allocation is in equities depending on the current market environment. Equities used are generally more risky. The majority of the assets in this model do not pay current income as their primary purpose is strictly capital appreciation. Some of the assets are very volatile and often a loss of capital may be experienced.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.