GENERATIONAL
GROWTH

A method of portfolio allocation focusing on increasing an investor's capital. Growth investors typically invest in growth stocks, young or small companies whose earnings are expected to increase at an above-average rate compared to their industry sector or the overall market.

CONSERVATIVE
VALUE GROWTH

A method of portfolio allocation focused on value oriented and dividend growth securities (High dividend, low debt, long term consistent earnings and dividend growth). Investment objective will be 85%-90% in stocks, mutual
funds and exchange traded funds (ETFs)...

AGGRESSIVE
GROWTH

A method of portfolio allocation focused on equities (mutual funds /stocks) often known as a capital growth strategy, since investors seek to maximize their capital gains; this objective involves investing in individual equities whose earnings are expected to grow...