PROGRAM OBJECTIVES

GROWTH

​​This objective is best suited for investors who are willing to assume more volatility or those with a longer-term investment horizon. The portfolios are usually allocated toward a heavier equity allocation and a lesser allocation to fixed income. This category will experience the greatest volatility. Its main goal is to provide investors with long-term growth to commensurate with the risk, and fluctuations are expected.

INCOME

This objective is best suited for investors who need income. The portfolios are constructed with investments paying interest from fixed income and/or dividends from equities as the primary focus. The main goal is to provide income while expecting some volatility to maximize returns.

PRESERVATION

This objective is best suited for conservative investors or those usually with a short-term investment horizon. The portfolio usually is allocated to lean toward a heavier fixed income allocation and a lesser allocation to equities. The main goal is to provide investors with capital preservation, and help keep pace with inflation.

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© 2018 by Econ Wealth Management

SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC