Firm’s portfolio decision: Team Approach
Primary Investment Objectives...
CAPITAL PRESERVATION:  10%
INCOME:  30%
GROWTH:  20%
GROWTH & INCOME:  25%
AGGRESSIVE GROWTH:  15%

Research: Internal and 3rd Party
Primary Types of Investments...
COMMON STOCK*:  23%
PREFERRED STOCK:  1%
MUTUAL FUNDS:  25%
CD's & MONEY MARKET:  16%
BONDS:  35%
*Includes ETF’s