Get the Benefit of Ongoing Asset Allocation with Capital Strength Life Stage Programs
Each Capital Strength Life Stage Program is a fully managed, asset allocated portfolio designed to help you achieve predefined investment objectives that are unique to your needs.
Because stock, bond, and cash equivalent asset classes typically perform differently under various market conditions, diversifying your portfolio across different asset classes is one of the key ways we seek to manage market volatility. The goal of asset allocation is to have a decline in one type of asset class be balanced out by a gain in another asset class.
Begin With Your Investor Profile to identify which asset allocation is best suited to meet your needs; you start by completing an Investor Profile. The Investor Profile tells us your:
Determined based on what you want to achieve short-term and long-term
Investment Time Horizon:
Planning so you can reach your goals within your timeline
Risk Tolerance Level:
Understanding your tolerance level based on both your emotional ability and your financial ability to tolerate changes in the market.