Portfolio

Conservative Income Portfolio:

- Objective: Capital preservation and steady income generation.
- Asset Allocation: Primarily focused on high-quality bonds, fixed-income securities, and stable dividend-paying stocks.
- Risk Profile: Low

Sector-Specific Portfolio:

- Objective: Concentrated exposure to a specific sector or industry.
- Asset Allocation: Primarily invested in companies within a single industry or related sectors.
- Risk Profile: Varies based on the sector’s volatility.

Balanced Growth Portfolio:

- Objective: Moderate growth with a balanced approach to risk and income.
- Asset Allocation: Diversified mix of equities, fixed-income securities, and some exposure to alternative investments.
- Risk Profile: Medium

Global Opportunities Portfolio:

- Objective: Seeks opportunities across international markets for diversification and potential growth.
- Asset Allocation: Investments diversified globally, including developed and emerging markets.
- Risk Profile: Medium to High

Growth and Income Portfolio:

- Objective: Balanced approach with a focus on both capital appreciation and income generation.
- Asset Allocation: A blend of growth-oriented stocks, dividend-paying equities, and a mix of fixed-income securities.
- Risk Profile: Medium to Moderate

Ethical or Socially Responsible Portfolio:

- Objective: Aligning investments with specific ethical, social, or environmental criteria.
- Asset Allocation: Investing in companies and funds that meet ethical standards and environmental, social, and governance (ESG) principles.
- Risk Profile: Varies based on the selection of companies and sectors.

Aggressive Growth Portfolio:

- Objective: High capital appreciation with a willingness to accept higher volatility.
- Asset Allocation: Weighted towards growth stocks, emerging markets, and aggressive asset classes.
- Risk Profile: High

Tactical Asset Allocation Portfolio:

- Objective: Active management of asset allocation based on market conditions and economic outlook.
- Asset Allocation: Flexible approach to adapt to changing market conditions and opportunities.
- Risk Profile: Depends on the specific allocation strategy adopted.

Capital Preservation Portfolio:

- Objective: Strict capital preservation while maintaining liquidity.
- Asset Allocation: Predominantly in low-risk, short-term investments like money market funds and Treasury bills.
- Risk Profile: Very Low

Customized or Individualized Portfolio:

- Objective: Tailored to the unique financial goals and risk tolerance of individual clients.
- Asset Allocation: Personalized mix of investments based on the client’s preferences and needs.
- Risk Profile: Varies based on the client’s risk tolerance and objectives.