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Investment Approaches

Clients may choose among the following investment objectives, or Strategies, for their Account:

  • Aggressive. This investment objective is the most aggressive, best suited for long-term, growth-oriented investors willing to accept higher volatility in the pursuit of potentially higher returns. The focus is on domestic large-cap and international equities.
  • Growth. This investment objective is most suitable for Clients whose primary objective is the growth of capital and is designed to meet the objectives of growth-oriented investors, utilizing mutual funds to invest in a diversified broad base of domestic large-cap and international equities.
  • Growth-Income. This investment objective utilizes mutual funds that invest in domestic large-cap and international equities in addition to fixed income securities. This objective is most suitable for Clients who desire moderate growth of capital with a minor emphasis on income.
  • Balanced Growth. This investment objective utilizes mutual funds that invest in a diversified, broad base of domestic and international equities, in addition to fixed income securities, to provide balance and diversification. With a more conservative growth and income objective, this objective emphasizes preservation of capital and limited volatility. This objective is designed for a Client’s core holdings.
  • Balanced. This investment objective is designed for conservative investors seeking risk levels consistent with a portfolio that has a solid weighting in fixed income positions. High priority is placed on preservation of capital and limited volatility. Portfolios consist of mutual funds that invest in domestic large-cap and international equities in addition to fixed income securities. This objective is most suitable for Clients who place emphasis on generating current income, rather than growth of capital.
  • Fixed Income. This investment objective seeks current income through a diverse portfolio of mutual funds investing in U.S. Government, corporate, high yield, international, and inflation protected securities along with cash equivalents. This objective is appropriate for investors seeking risk levels consistent with portfolios composed mainly of fixed income positions.