Portfolio Objective Guidance Table

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Portfolio Objective Guidance Table

If you're in your early investing years

We recommend the following portfolio objective based on your risk tolerance:

  • A high risk tolerance maps to a Growth Focus.
  • A medium to high risk tolerance maps to a Growth Focus.
  • A medium risk tolerance maps to a Growth Focus.
  • A low to medium risk tolerance maps to a Growth Focus.
  • A low risk tolerance maps to Balanced Toward Growth.

If you're in your good earning years

We recommend the following portfolio objective based on your risk tolerance:

  • A high risk tolerance maps to a Growth Focus.
  • A medium to high risk tolerance maps to a Growth Focus.
  • A medium tolerance maps to a Growth Focus.
  • A low to medium risk tolerance maps to Balanced Toward Growth.
  • A low risk tolerance maps to Balanced Growth and Income. 

If you're in your higher income and savings years

We recommend the following portfolio objective based on your risk tolerance:

  • A high risk tolerance maps to a Growth Focus.
  • A medium to high risk tolerance maps to a Growth Focus.
  • A medium tolerance maps to Balanced Toward Growth.
  • A low to medium risk tolerance maps to Balanced Toward Growth.
  • A low risk tolerance maps to Balanced Growth and Income.

If you're in your early retirement years

We recommend the following portfolio objective based on your risk tolerance:

  • A high risk tolerance maps to Balanced Toward Growth.
  • A medium to high risk tolerance maps to Balanced Toward Growth.
  • A medium tolerance maps to Balanced Growth and Income.
  • A low to medium risk tolerance maps to Balanced Growth and Income.
  • A low risk tolerance maps to Balanced Toward Income.

If you're in your late retirement years

We recommend the following portfolio objective based on your risk tolerance:

  • A high risk tolerance maps to Balanced toward Growth.
  • A medium to high risk tolerance maps to Balanced Growth and Income
  • A medium tolerance maps to Balanced toward Income
  • A low to medium risk tolerance maps to Balanced Toward Income.
  • A low risk tolerance maps to Income Focus.

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