INVESTMENT STRATEGY

Our Income & Conservative Growth model seeks to provide investors with income with long-term growth potential. The portfolio has a low degree of risk in correlation with the modest returns. This model may be appropriate for investors with long-term time horizons who are seeking wealth preservation and but would also like to take advantage of higher growth opportunities within equities.

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Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.