Portfolios
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Jacobson & Schmitt Advisors offers four different investment objectives to their clients. We take a great interest in clearly understanding your desire for growth versus your aversion to risk. This factor, along with your long-term goals and expectations, helps determine which portfolio objective will fit you the best. With a foundation in fundamental analysis, all four portfolios are managed with our global, all-cap investment strategy. Across the portfolios, only the allocation between equities and fixed income securities is different. Below is a brief description of our portfolios. |
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Growth This portfolio may be appropriate for clients who have a time horizon greater than 10 yrs, and can tolerate wide fluctuations in market value. The portfolio will contain equity holdings in the range of 80% to 100% with the remaining holdings in fixed income or cash equivalents. The benchmark for this composite is the Standard & Poor's 500 Index®.
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Moderate Growth This portfolio may be appropriate for clients who have a time horizon greater than 7 years, and who can withstand significant fluctuations in market value. The portfolio will contain equity holdings in the range of 67% to 80% with the remaining holdings in fixed income or cash equivalents. There is a blended benchmark for this composite consisting of 75% S&P 500 Index® and 25% Barclays Intermediate Bond Index®.
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Growth and Income This portfolio may be appropriate for clients who have a time horizon between 5 and 7 years, and prefer more moderate fluctuation in the market values. The portfolio will contain equity holdings in the range of 50% to 67% with the remaining holdings in fixed income or cash equivalents. There is a blended benchmark for this composite consisting of 60% S&P 500 Index® and 40% Barclays Intermediate Bond Index®.
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Income This portfolio may be appropriate for clients who have a time horizon of less than 5 years who either seek income or want to minimize fluctuation in market value. The portfolio will contain equity holdings in the range of 0% to 50% with the remaining holdings in fixed income or cash equivalents. There is a blended benchmark for this composite consisting of 40% S&P 500 Index ® and 60% Barclays Intermediate Bond Index®. |
