CONQUEST
Dynamically Managed Exchange Traded Fund Portfolio

The CONQUEST program offers a range of portfolios for investors based on individual risk tolerance. Conquest’s dynamic asset allocation approach combines the benefits of both strategic and tactical asset allocation strategies. Used together, tactical allocations are used to anticipate and respond to shifts in the market, while strategic allocations guide a longer term plan for goals that may be many years away.

 Aggressive (80-100% stocks)

The objective of the CONQUEST AGGRESSIVE GROWTH PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 90% stocks and 10% bonds over time.

Moderate Growth (50-100% stocks)

The objective of the CONQUEST MODERATE GROWTH portfolio is to provide a risk-adjusted return better than that of a portfolio comprised of 75% stocks and 25% bonds over time.

Balanced (25-75% stocks)

The objective of the CONQUEST BALANCED PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 50% stocks and 50% bonds over time.

Conservative (0-50% stocks)

The objective of the CONQUEST CONSERVATIVE PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 25% stocks and 75% bonds over time.

 Fixed Income (100% bonds)

The objective of the CONQUEST FIXED INCOME PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 0% stocks and 100% bonds over time.

 

 

 

 

Please see important disclosures.