The Mainstay model is our most conservative allocation. This portfolio is appropriate for investors who wish to preserve capital while providing for prudent growth and current income. Prospective investors include those nearing or in retirement or those who require significant withdrawals within a three to five-year time frame.

The Steadfast portfolio is our moderate allocation. This portfolio is appropriate for investors who wish to grow assets in a prudent manner while providing current income and capital preservation as secondary objectives. Prospective investors include those nearing or in retirement or those who require significant withdrawals within a five to ten-year time frame.

The Surveyor model is our moderate-aggressive allocation. This portfolio is appropriate for investors who wish to grow assets with a minor emphasis on current income and capital preservation. Prospective investors include those who are 10+ years away from retirement or those who do not require significant withdrawals within a ten-year time frame.

The Explorer model is our most aggressive allocation. This portfolio is appropriate for investors who wish to grow assets without regard to current income and capital preservation. Prospective investors include those who are 15+ years away from retirement or those who do not require significant withdrawals within a ten-year time frame.