Tactical Wealth Management Strategies
Conservative | Balanced | Growth |
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| STRATEGY The CPF Conservative strategy is designed to meet the objectives of current income and capital preservation. Portfolio construction may include investments in U.S. treasury bonds, investment grade and high-yield corporate bonds, and inflation-protected securities. The model may be suitable for clients with lower tolerance for risk seeking to limit potential capital losses, while receiving modest current income. Like all CPF strategies, it can move toward an all cash or cash equivalents allocation as market conditions dictate. | STRATEGY The CPF Balanced strategy is designed to meet the objectives of moderate capital growth and capital preservation. Portfolio construction includes a balance between U.S equity, foreign equity, and strategic fixed income assets. The model may be suitable for clients with a moderate risk tolerance seeking to achieve long term growth potential, while limiting the potential of large capital losses. Like all CPF strategies, it can move toward an all cash or cash equivalents allocation as market conditions dictate. | STRATEGY The CPF Growth strategy is designed around a dual objective of capital growth and capital preservation. The portfolio methodology incorporates both quantitative and fundamental analysis to determine the allocation among U.S. equity, foreign equity, and strategic fixed income assets. The model may be suitable for investors with a high risk tolerance seeking to achieve long-term growth, while limiting the potential of large capital losses. Like all CPF strategies, it can move toward an all cash or cash equivalents allocation as market conditions dictate. |
Target Portfolio Composition
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No strategy assures success or protects against loss. Stock investing involves risk including loss of principal. Foreign investing involves special risks such a s currency fluctuation and political instability and may not be suitable for all investors. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price. The Barclays Capital Aggregate Bond Index is an unmanaged market capitalization-weighted index of most intermediate term U.S. traded investment grade, fixed rate, non-convertible and taxable bond market securities including government agency, corporate, mortgage-backed and some foreign bonds. All indices are unmanaged and cannot be invested into directly.