We’ll Help You Build An Investment Portfolio Based On Your Goals
Building wealth, maximizing tax opportunities**, funding education for your children or grandchildren, whatever your investment or asset management goal, it becomes our goal for you. Today there are more options than ever before to help you reach them.
Example of Equity vs. Bond Allocation
Aggressive Growth
Equity: 100%
Bonds: 0%
This portfolio is suitable for growth–oriented investors willing to assume relatively high risk for potentially greater returns. This investor should have a long–time horizon and be able to resist overreacting to inevitable market fluctuations.
Growth
Equity: 85%
Bonds: 15%
This portfolio is suitable for investors who have a preference for growth and who can withstand significant fluctuations in market value.
Growth & Income
Equity: 65%
Bonds: 35%
This portfolio is suitable for investors who want the potential for capital appreciation and some growth, and who can withstand moderate fluctuations in market value.
Balanced
Equity: 50%
Bonds: 50%
This portfolio is suitable for investors who place considerable value on a significant and relatively stable income stream with a secondary requirement for wealth enhancement.
Conservative
Equity: 25%
Bonds: 75%
This portfolio is suitable for investors who are either very conservative or require a significant level of income from their investments. They want low volatility and a low probability of substantial capital losses.
Contact us at 888.STLLAR1 (888.785.5271) for more information.
Securities and insurance products offered by UVEST Financial Services and its affiliates, member FINRA/SIPC. Investment advisory services offered by UVEST Financial Services, a SEC registered investment advisor. UVEST and StellarOne are independent entities.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | |
| Not Guaranteed by any Government Agency | Not a Bank Deposit | ||
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Service�s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
These examples are for illustrative purposes only and are not intended to provide specific advice or recommendation. To determine which investments may be appropriate for you consult with your financial consultant. Asset allocation cannot guarantee a profit or protect against a loss.
** Consult your tax adviser about tax saving opportunities.
