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Newsletter

2012 3rd Edition (Other Editions)

DESCRIPTIONS OF INVESTMENT OBJECTIVES

MAXIMUM SAFETY - Appropriate for individuals who require a high level of current income where the principal must be kept intact for some specific use in a relatively short time. This category is not favored as a long term objective because it lacks protection against inflation.

MAXIMUM INCOME - Appropriate for individuals who require the highest level of current income where the principal must be kept intact over time. This category is not favored as a long term objective because it lacks protection against inflation.

MODERATE INCOME - Appropriate for individuals who require substantial income for ten years or more, while at the same time requiring protection against inflation.

BALANCED INCOME - Designed for individuals who require both income and principal to sufficiently keep pace with inflation while generating as much income as possible.

BALANCED GROWTH - Designed for individuals who require growth in both income and principal to sufficiently keep pace with inflation while generating above average appreciation of principal.

MODERATE GROWTH - Appropriate for individuals who currently depend on a small degree on their portfolios to provide current income and would prefer to have appreciation of principal.

MAXIMUM GROWTH - Designed for individuals who have little or no concern for current income and whose investment interests often transcend pure financial considerations. These individuals are willing to assume a greater degree of risk, and understand both the positive and negative consequences of aggressive investments.

It is impossible to plan for every contingency, so the essential element is flexibility. Whatever your investment strategy, review your long term goals and objectives every year to be certain that your objectives and investment attitudes are still aligned with your investments.