Portfolio Models

Freedom Portfolio Models
Your Freedom Account includes one of seven investment approaches ranging from conservative to aggressive growth. Based on your goals and personal tolerance for risk, your advisor will help you select the model that's right for you.

• High Income Strategy
  (20% Equity / 70% Fixed Income / 10% Alternative Investments)
• Conservative Strategy
  (20% Equity / 70% Fixed Income / 10% Alternative Investments)
• Conservative Balanced Strategy
  (40% Equity / 50% Fixed Income / 10% Alternative Investments)
• Balanced
  (53% Equity / 35% Fixed Income / 12% Alternative Investments)
• Balanced with Growth Strategy
  (67% Equity / 23% Fixed Income / 10% Alternative Investments)
• Growth Strategy
  (88% Equity / 0% Fixed Income / 12% Alternative Investments)
• Aggressive Growth Strategy
  (88% Equity / 0% Fixed Income / 12% Alternative Investments)

Freedom Retirement Income Solution Portfolio Models
Your Freedom Retirement Income Solution account includes one of three investment portfolios designed to address both market risk and longevity risk. Based on your goals and personal tolerance for risk, your advisor will help you select the model that's right for you.

• Early Retirement
  (60% Equity / 30% Fixed Income / 10% Alternative Investments)
• Mid-Retirement
  (48% Equity / 40% Fixed Income / 12% Alternative Investments)
• Senior Retirement
  (30% Equity / 60% Fixed Income / 10% Alternative Investments)