Income Growth
Generates a moderate income stream, while producing some capital growth, with a very low level of portfolio volatility.
Portfolio Design Advisors
Mutual Fund Model Portfolios
Whether your risk/reward profile favors a conservative, moderate or aggressive asset allocation plan, PDA offers a series of mutual fund model portfolios to meet your unique needs. These models on the SelectOne platform determine the right blend of investments to help reduce portfolio fluctuation to achieve strategic diversification.
Growth Income
Offers equal emphasis on growth potential and current income at a low level of portfolio volatility.
Moderate Growth
Seeks moderate growth potential with some income producing assets to help reduce portfolio volatility.
High Growth
Seeks a higher level of growth than the moderate growth portfolio, at a slightly higher level of portfolio volatility because of more exposure to sector funds.
Aggressive Growth
Offers the highest level of growth potential with the highest level of risk due to its heavier weighting in sector funds compared to the other models.
Portfolio Design Advisors
3010 Old Ranch Parkway, Suite 460
Seal Beach, CA 90740
Phone: (562) 596-0465
Fax: (562) 683-0416