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• Minimum Total Portfolio: $100,000*
• Risk Profile:
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Growth Orientation |
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Investors interested primarily in growth of their portfolio value, requiring little or no immediate income, could benefit from both higher expected returns while at the same time reducing the risk profile of the portfolio through Super-Diversification.
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Income Orientation |
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Income oriented investors could be well served with Super-Diversification with potentially more income from their portfolio and a expected risk profile that is lower than a portfolio consistently entirely of bonds. |
* Exceptions may be made at the manager's discretion.
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