|Designing a Successful Portfolio|
A good road map to investment success includes three portfolios.
The first is a short-term portfolio for emergency funds or money you will need in one to two years. Risk should be minimal for this portfolio, which tends to experience returns in line with money market performance.
To meet the risk and return requirements of each portfolio, Strategic Equity Management offers targeted investment programs using dynamic asset allocation among numerous stock and bond asset classes. These programs are available through taxable and tax-deferred accounts as well as variable annuities.
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