Minimum Investment Amount: $10,000 – Money Concepts BD Only
Investment Objective: Seeks to provide a target total return of 6-8% with a primary objective to maximize total return and a secondary objective of income.
Portfolio Allocation: 60% Equities, 15% Utilities, 10% Fixed Income, 10% Real Estate, 5% Cash
Type(s) of Investments: Mutual Funds
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