Counsel Retirement Foundation Portfolio

Retirement planning doesn’t have to mean investing in low yielding solutions.  Although preserving capital is a key focus of this portfolio, the Counsel Retirement Foundation Portfolio has a greater potential for capital growth during upward market movements. It’s ideal for investors who are retired or near retirement and want an investment that seeks to minimize portfolio losses during periods of down markets while maintaining growth potential. A well-rounded portfolio, it’s also for investors who will use it as the foundation of their investments.

Target Portfolio Allocation