Portfolios
We have prepared several portfolios for trust funds and capital reserve funds. Please contact us for further details on the portfolios.
Capital Reserve Funds Portfolio
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Meets RSA 35:9 requirements
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Portfolio Allocation: A diversified portfolio with a target allocation of 15% large-cap U. S. stocks and 85% short-term investment-grade corporate and U. S. government bonds
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Meets Prudent Man Rule requirements
Trust Funds Income Portfolio
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Meets RSA 31:25 Requirements
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Invested according to the Prudent Investor Rule
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Portfolio Allocation: A diversified portfolio with a target asset allocation of 25% stocks and 75% bonds
Not FDIC Insured ◊ No Bank Guarantee ◊ May Lose Value