Managed Portfolios

We offer a mix of broadly-diversified strategic allocation portfolios to help take the guess-work out of investing.  Each model is designed and managed to deliver the associated risk and return characteristics listed in each model’s description.

 

Balanced Income – 50/50

%

Equities

%

Fixed Income

  • Total Stock Market Index 17%
  • Mid-Cap Value Index 15.5%
  • Small-Cap Index 9%
  • Total International Stock Index 1.5%
  • International Small Company 1.5%
  • Emerging Markets Stock Index 1.5%
  • Emerging Markets Small Cap 1.5%
  • REIT Index 2.5%
  • Inertmediate Government Fixed Income 7.5%
  • Total Bond Market Index 9.5%
  • Short-Term Total Bond Index 33%

Moderate – 60/40

%

Equities

%

Fixed Income

  • Total Stock Market Index 20.4%
  • Mid-Cap Value Index 18.6%
  • Small-Cap Index 10.8%
  • Total International Stock Index 1.8%
  • International Small Company 1.8%
  • Emerging Markets Stock Index 1.8%
  • Emerging Markets Small Cap 1.8%
  • REIT Index 3%
  • Inertmediate Government Fixed Income 6%
  • Total Bond Market Index 7.6%
  • Short-Term Bond Index 26.4%

Moderate Growth – 70/30

%

Equities

%

Fixed Income

  • Total Stock Market Index 23.8%
  • Mid-Cap Value Index 21.7%
  • Small-Cap Index 12.6%
  • Total International Stock Index 2.1%
  • International Small Company 2.1%
  • Emerging Markets Stock Index 2.1%
  • Emerging Markets Small Cap 2.1%
  • REIT Index 3.5%
  • Inertmediate Government Fixed Income 4.5%
  • Total Bond Market Index 5.7%
  • Short-Term Bond Index 19.8%

Growth – 80/20

%

Equities

%

Fixed Income

  • Total Stock Market Index 27.2%
  • Mid-Cap Value Index 24.8%
  • Small-Cap Index 14.4%
  • Total International Stock Index 2.4%
  • International Small Company 2.4%
  • Emerging Markets Stock Index 2.4%
  • Emerging Markets Small Cap 2.4%
  • REIT Index 4%
  • Inertmediate Government Fixed Income 3%
  • Total Bond Market Index 3.8%
  • Short-Term Bond Index 13.2%

Aggressive Growth – 90/10

%

Equities

%

Fixed Income

  • Total Stock Market Index 30.6%
  • Mid-Cap Value Index 27.9%
  • Small-Cap Index 16.2%
  • Total International Stock Index 2.7%
  • International Small Company 2.7%
  • Emerging Markets Stock Index 2.7%
  • Emerging Markets Small Cap 2.7%
  • REIT Index 4.5%
  • Inertmediate Government Fixed Income 1.5%
  • Total Bond Market Index 1.9%
  • Short-Term Bond Index 6.6%

Global Equity – 100/0

%

Equities

%

Fixed Income

  • Total Stock Market Index 34%
  • Mid-Cap Value Index 31%
  • Small-Cap Equity 18%
  • Total International Stock Index 3%
  • International Small Company 3%
  • Emerging Markets Stock Index 3%
  • Emerging Markets Small Cap 3%
  • REIT Index 5%

Fixed Income – 0/100

%

Equities

%

Fixed Income

  • Inertmediate Government Fixed Income 15%
  • Total Bond Index 19%
  • Short-Term Bond Index 66%

Have questions or need help?

Office Address

7003 Chadwick Drive, Suite 210
Brentwood, TN 37027

Mailing Address

P.O. Box 22968
Nashville, TN 37202

Phone

Toll Free: 1-800-858-6989
Local: 615-309-5592

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