Firm’s portfolio decision: Team Approach
Primary Investment Objectives...
CAPITAL PRESERVATION:  10%
INCOME:  30%
GROWTH:  20%
GROWTH & INCOME:  25%
AGGRESSIVE GROWTH:  15%

Research: Internal and 3rd Party
Primary Types of Investments...
COMMON STOCKS*:  28%
PREFERRED STOCKS:  9%
MUTUAL FUNDS:  23%
CD’S & MONEY MARKET:  10%
BONDS:  30%
*Includes ETF’s