Minimum Investment Amount: Varies by Platform

Investment Objective: Designed to provide clients exposure to the broad spectrum of the market through attractive dividend and growth companies from all 10 sectors

Portfolio Allocation: 95% Equities, 5% Cash

Type(s) of Investments: Individual Equities

Distinguishing Characteristics:

    • Generally, invests 80% or more in U.S. Large Cap securities, with the remainder to be invested in U.S. Mid-Cap securities. This include either “growth” stocks or “value” stocks or both. The Committee screens for stocks with strong growth in earnings per share, free cash flows and good prospects for dividend growth.

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Riskalyze Score 61

Released 4/18- Ben Pahl, President of Liberty One was a guest on Orion’s podcast, “The Weighing Machine,” hosted by Rusty Vanneman, CMT, CFA & Robyn Murray.

Listen as Rusty, Robyn, and Ben discuss why there has never been a better time to be a financial advisor.

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