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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 4:
Growth Model

For participants 10 to 30 years from retirement with a strong desire for growth of principal to maximize future retirement benefits.

Allocation:
Short Term Bonds 10%
Medium Term Bonds 15%
Growth & Income Stock 15%
Growth Stock 40%
Small Company Stock 10%
International Stock 10%

This model can produce fluctuation of principal equal to 70 to 80 percent of that associated with the stock market. It offers long term returns significantly greater than inflation moderated to a lesser extent by a smaller allocation to 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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