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The Moderate Managed Account Portfolio (MAP) seeks to deliver steady long term growth. This allocation may be appropriate for investors who are growth-oriented and desire to reduce volatility through diversification, are willing to accept moderate levels of portfolio risk, and recognize that increased allocations to stocks can lead to longer periods of portfolio declines. The target asset allocation is: 43% U.S. Equities, 17% International Equities, and 40% Fixed Income. The fixed income position is designed to moderate fluctuations in the portfolio.
Name | Title | Since | Until |
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Management Team | - | 2013 | Now |
Biography | Team Managed |
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