Harmony Plus
Portfolio Description:
Many people work hard so they can play hard and expand their horizons in retirement. These are the people you’ll find exploring the museums of Europe, traveling the back roads of Asia, motoring down the Amazon or searching for ancient artifacts on Easter Island. For relatively adventuresome investors, The Harmony Plus portfolio could be the right choice since it contains all of the elements found in a moderately aggressive investment portfolio.
Performance Objective:
Capital Appreciation
Risk Profile:
Moderately Aggressive
Minimum Investment:
$250,000
3 Years Time Horizon Recommended
Portfolio Composition
Many people work hard so they can play hard and expand their horizons in retirement. These are the people you’ll find exploring the museums of Europe, traveling the back roads of Asia, motoring down the Amazon or searching for ancient artifacts on Easter Island. For relatively adventuresome investors, The Harmony Plus portfolio could be the right choice since it contains all of the elements found in a moderately aggressive investment portfolio.
Performance Objective:
Capital Appreciation
Risk Profile:
Moderately Aggressive
Minimum Investment:
$250,000
3 Years Time Horizon Recommended
Portfolio Composition



