A Goals-Based Approach Finding confidence in investing is important. It starts by knowing a few things:

1. How much money do I need readily available now?
2. How much money will I need in the future?
3. What level of risk am I comfortable with?

Your financial advisor can help you answer these questions, and put in place an appropriate plan for investing. Washington Crossing Advisors separately managed accounts can be matched to whatever your goals require. Your trusted financial advisor can help you design a solution that is focused on your goals and is right for you.

The CONQUEST portfolios offer a comprehensive asset allocation strategy for investors. The program has a range of portfolios focused on matching investment objectives with risk tolerance.

Each portfolio is diversified, using exchange traded funds that cover a wide spectrum of assets, including stocks, bonds, cash, and alternative assets, where appropriate.

Portfolios have set ranges of stock and bond exposure depending on risk tolerance, but overall exposure to the stock market within those ranges is adjusted in response to changes in fundamental conditions.

We publish a quarterly report on asset allocation that can be found here.