Portfolio Guardian™: The Allocator(SM) Detail Page

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The ALLOCATOR^SM Detail Page

Key Features and Benefits:

Reduces risk & increases overall performance through in-depth asset allocation
Broad choice of standard allocation models to fit your needs
Periodic portfolio re-balancing to keep you on track

The ALLOCATOR^SM is designed to reduce your risk and increase the overall performance of your portfolio by broadly allocating (according to your personal needs and comfort levels) your investments between these general categories:

Cash
Bonds
Real Estate
Equities

Each category is then further divided to ensure that your exposure to any one risk is limited. Lastly, the division of your portfolio is adjusted and re-balanced for changes in your portfolio values, the overall economy, the business cycle, and your peace of mind.

A broad choice of standard portfolio allocation models are available and range in objective from income production to aggressive growth.

Those desiring a custom allocation of their assets will want to consider the WealthHealth Solution™, which offers a custom portfolio allocation based on a comprehensive analysis of your entire financial situation.

Go To The ENHANCER^SM >>

To find out more about the WealthHealth Solution™ click here.

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