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Select a Model
Option 1: Safety

Option 2: Income & Growth

Option 3: Growth & Income

Option 4: Growth

Option 5: Aggressive Growth
Investment Model Profiler


Participants

Option 3:
Growth and Income Model

For participants 5 to 15 years from retirement or those with an equal concern for safety and growth of principal.

Allocation:
Short Term Bonds 25%
Medium Term Bonds 25%
Growth & Income Stock 25%
Growth Stock 15%
Small Company Stock 5%
International Stock 5%

This balanced model produces moderate fluctuation of principal equal to 50 to 60 percent of the risk associated with the stock market. It offers long term returns significantly greater than inflation with stock volatility moderated by an equal position in bonds.





  YHB Retirement Services, LLC
29 S. Main St., Suite 306
West Hartford, CT 06107-2420
860-313-5470
1-800-526-8094
Fax: 860-561-7055
E-mail: info@yhbretirement.com

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