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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 5:
Aggressive Growth Model
For participants 10 to 40 years from retirement with a strong desire for maximum growth and a willingness to accept wide fluctuations of principal.

Allocation:
Short Term Bonds 0%
Medium Term Bonds 0%
Growth & Income Stock 20%
Growth Stock 50%
Small Company Stock 15%
International Stock 15%

This model reflects minor regard for safety and yield with a primary emphasis on growth. Fluctuation of principal is equal to or greater than that of the stock market with no moderating 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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