Despite what some advisors might claim, there really is no robotic answer. It’s why we have different strategies for different objectives. Every client gets a portfolio custom-built to their objectives. Our return experience tool illustrates our track record across a conservative, balanced and growth portfolios and provides notable milestones along the way.
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This is the portfolio mix that roughly approximates the breakdown of assets you'd need to get this return. Click on any of the assets to get a description of what they are, or click on the categories for more information on them.