Balanced Portfolios

Counsel World Managed Portfolio

With this portfolio, you can take advantage of investment opportunities around the world.  Counsel World Managed Portfolio is a global asset allocation solution designed to maximize investment opportunities while managing risk. Its primary focus is long-term capital appreciation and income by investing in global debt and equity securities.  It’s for investors who want to maximize their returns over the long term and can accept some variability of returns in the short term.

Target Portfolio Allocation