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Balanced Portfolios
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

Popular Documents
AT-A-GLANCES
Additional Documents
FINANCIAL STATEMENT
MANAGEMENT REPORT OF FUND PERFORMANCE
QUARTERLY PORTFOLIO DISCLOSURE
INCOME PORTFOLIOS
Yield from a Broad Spectrum of Fixed Income Securities
BALANCED PORTFOLIOS
A Balance of Income and Growth