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Risk Based & Custom Strategies
The InvestFlex™ Strategies can also be combined to create
Risk Based or Custom portfolio strategies based on
an investor's specific risk profile and investment objectives.
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Risk Based Strategies
• Conservative 40/60
• Moderate 60/40
• Growth 80/20
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Combines the InvestFlex™ Fixed Income and U.S. Sector
strategies to create a Risk Based portfolio specific to an investor's
desired level of risk exposure.
Designed to generate long term performance with less risk than
traditional buy and hold or fixed asset allocation strategies.
Suited for investors seeking active risk management to reduce the
potential for significant losses during volatile market periods.
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Custom Strategies
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Combines two or more of the InvestFlex™ Strategies to create
an actively managed, custom portfolio solution based on an
investors desired risk tolerance, asset class exposure, time
horizon and investment objective.
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