Prosperity Portfolio

In a world where the market varies greatly, one of the best ways to protect your investment is to diversify. That’s why we created the Prosperity Portfolio. It’s a simple way to meet various investment objectives and asset allocation goals.

First, we determine which strategy fits your needs. Maybe it’s more in stocks. Maybe it’s more in bonds. Or maybe it’s a more even allocation. Whatever you choose, we’ll be here to help you invest and manage your account on a daily basis.

The Prosperity Portfolio includes five pre-set accounts, each containing mutual funds arranged by class and style. These accounts help investors achieve specific long-term goals and objectives ranging from moderate growth to more aggressive capital appreciation.

These five accounts receive ongoing monitoring from our team of expert portfolio Managers. These Mangers select the funds, make specific asset allocation for enhanced levels of diversification.

These accounts also offer:

• reinvestment of dividends and capital gains
• liquidity for investing additional money
• liquidity for withdrawals
• simplified statements for easier changes

The five accounts include:

The Green Account: The all-stock fund.

100% Stock

Designed for investors seeking long-term capital appreciation who have the time and temperament for the volatility of an “all stock” fund..

The Red Account: The capital appreciation fund.

75% Stock, 20% Bonds, 5% Cash

Created for investors seeking long-term capital appreciation but may not have the time or temperament for the volatility of an “all stock” fund.

The White Account: Moderate Risk.

55% Stock, 40% Bonds, 5% Cash

Crafted for those seeking long-term capital appreciation and income but only want to take moderate risk.

The Blue Account: Limited Risk.

40% Stock, 40% Bonds, 20% Cash

Designed for investors looking for current income and long-term capital appreciation to keep pace with inflation but need to limit risk.

The Gold Account: Preserve that Capital.

20% Stock, 60% Bonds, 20% Cash

Created for investors who are seeking current income and, as a secondary objective, preservation of capital.