Please use the below table to inform your decision making on investment objective selection, based on your proposed allocation for the account.  Keep in mind that this is an account level selection, not an overall client objective.  Alternative investments will be categorized on an individual basis, depending on their underlying characteristics.  Temporary downward tactical deviations of less than 12 months from the accounts assigned objective are permissible.

Investment Objective 

A- Income & Capital Preservation

B- Income & Moderate Growth

C – Growth & Income

D – Growth

E – Aggressive Growth

Allocation

Equity: 0-30% / Fixed Income & Cash: 70-100%

Equity: 0-49% / Fixed Income & Cash: 51-100%

Equity: 50-74% / Fixed Income & Cash: 26-49%

Equity: 70-100% / Fixed Income & Cash: 0-30%

Equity: 90-100% / Fixed Income & Cash: 0-10%