Guardian
Objective
This strategy is designed to provide consistent conservative growth and preservation of capital by participating in U.S. and international markets and to limit portfolio volatility and risk of extensive loss.
Strategy Highlights
| Investment Objective: | Conservative |
| Account Minimum: | $50,000 |
| Investment Custodian: | Fidelity Investments |
| Strategy Inception Date: | 6/1/96 |
Description
The Guardian strategy is actively allocated across many sectors and/or asset classes, over weighting those exhibiting the best risk-to-reward ratio. Investments are primarily limited to low volatility mutual funds in an overall effort to reduce downside exposure. Through the careful selection of funds with a history of providing higher risk-adjusted returns, the opportunity for higher returns may still be achieved while maintaining lower risk. Specialty investments - with greater volatility - may be used from time to time to hedge risk and provide for smoother returns. Risk-managed policies employ the use of cash or money market funds during adverse conditions; these positions could at times be 100%.
Prospective Client
This strategy is suitable for investors wanting the broad diversification to equity markets offered by mutual funds. The typical Guardian client is most concerned with conservative growth and capital preservation.
