Currently, we offer 6 different investment portfolios.
- Conservative: For investors with lower risk tolerance. These portfolios seek to provide a safeguard for your money and against inflation.
- Moderate: For investors with medium risk tolerance. This portfolio seeks to generate a mix of capital appreciation and current income.
- Aggressive: For investors with higher risk tolerance. This portfolio seeks to generate long-term capital appreciation.
- Socially Responsible Investing: All portfolios are also available with socially responsible investing options built-in so you can invest according to your values.