Our balanced strategies have been in force for over ten years, and all of their available information is provided on the following pages.  All of the information provided in the following pages should be walked through with an advisor. It is important to note that the return numbers are also represented with a risk factor. One should not compare a single fund to the Balanced Strategy, your overall portfolio should be compared to the Balanced Strategy on a risk/return basis.

When reading the Returns Matrix it can be read like a mileage chart.  The Intersection of any two years is the annualized return for that period (Jan 1 thru Dec 31).  DFA mutual fund expenses have been deducted from the returns.

Please click on the title of the strategy to find out more.

Ultra Conservative Strategy (20% Equity / 80% Fixed Income)
This strategy is designed for investors who have a low tolerance for risk.  They desire stability of principle while gaining a low level of return.  This portfolio is appropriate for an investor with a short time horizon or someone who is taking income from their portfolio.
(Download PDF Version: Portfolio | Matrix)

Conservative Strategy  (40% Equity / 60% Fixed Income)
This strategy is designed for investors who have a low to moderate risk tolerance.  They have the investment knowledge and understanding to know that their investments will fluctuate in value with an ultimate goal of gaining returns above inflation. This portfolio is appropriate for someone  who is retired and currently taking income from their portfolio.
(Download PDF Version: Portfolio | Matrix)

Moderate Strategy (60% Equity / 40% Fixed Income)
This strategy is designed for the average investor in terms of risk and return.  It has the potential to exceed inflation by a significant amount.  This portfolio is appropriate for investors within a few years of retirement or in the early years of retirement.  (Download PDF Version: Portfolio | Matrix)

Aggressive Strategy (80% Equity / 20% Fixed Income)
 This strategy is designed for investors who have a long time horizon.  They are generally still working and plan on growing there account for 10 years or more.  This portfolio is appropriate for investors who want to achieve returns that surpass inflation by a significant amount, while taking on a moderate to high degree of risk.
(Download PDF Version: Portfolio | Matrix)

Ultra Aggressive Strategy (100% Equity)
This strategy is designed for investors who have a long time horizon and a high tolerance for risk.  They are still working and will not need the money for a period in excess of ten years.  This portfolio is appropriate for investors who want to achieve returns that surpass inflation by a significant amount, while taking on a high degree of risk.  Investors in this strategy should also have good investment knowledge. 
(Download PDF Version: Portfolio | Matrix)

Investors must consult with their Registered Representative before investing in any one of these five balanced strategies.

Glenn Seabolt    ▪    6764 Autumnwood Drive, Nashville, TN 37221   

 

Phone: 615-483-8919     ▪    Fax: 615-662-3510     ▪    Email: GSeabolt@SeaboltCapital.com

Securities offered through NFP Securities, Inc., A Broker/Dealer and Member NASD/SIPC Investment Advisor Services offered through Modern Portfolio Management, Inc. a Federally Registered Investment Advisor. Modern Portfolio Management Inc, is an affiliate of NFP Securities, Inc and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.