Counsel Retirement Preservation Portfolio

Planning for retirement can be tricky, whether you’re 26 or 62, it’s not always easy to know how much risk is too much.  Counsel Retirement Preservation Portfolio is designed to achieve a balance between earning income and capital growth with a conservative level of investment risk.  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.  It’s also for investors who will use this portfolio as their primary source of savings for their retirement, and preservation of capital is a primary objective.

Target Portfolio Allocation