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Call us
(888) STLLAR1 or
(888) 785-5271
We’ll Help You Build An Investment Portfolio Based On Your Goals*
Building wealth, maximizing tax opportunities**, funding education for your children or grandchildren, whatever your investment or asset management goal, it becomes our goal for you. Today there are more options than ever before to help you reach them.
Example of Equity vs. Bond Allocation
Aggressive Growth
Equity: 100%
Bonds: 0%
This portfolio is suitable for growth–oriented investors willing to assume relatively high risk for potentially greater returns. This investor should have a long–time horizon and be able to resist overreacting to inevitable market fluctuations.
Growth
Equity: 85%
Bonds: 15%
This portfolio is suitable for investors who have a preference for growth and who can withstand significant fluctuations in market value.
Growth & Income
Equity: 65%
Bonds: 35%
This portfolio is suitable for investors who want the potential for capital appreciation and some growth, and who can withstand moderate fluctuations in market value.
Balanced
Equity: 50%
Bonds: 50%
This portfolio is suitable for investors who place considerable value on a significant and relatively stable income stream with a secondary requirement for wealth enhancement.
Conservative
Equity: 25%
Bonds: 75%
This portfolio is suitable for investors who are either very conservative or require a significant level of income from their investments. They want low volatility and a low probability of substantial capital losses.
Contact us at 888.STLLAR1 (888.785.5271) for more information.
* Securities are offered by, and Financial Consultants are registered with UVEST Financial Services, member NASD/SIPC. UVEST and StellarOne are independent entities.
** Consult your tax adviser about tax saving opportunities.
