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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

  • Meets RSA 35:9 requirements  

  • 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

  • Meets Prudent Man Rule requirements

Trust Funds Income Portfolio

  • Meets RSA 31:25 Requirements

  • Invested according to the Prudent Investor Rule

  • 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

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