Opportunity Allocations - Allocation Spectrum
The Opportunity allocation style is designed for clients wanting to participate in capital appreciation opportunities available in the financial markets through a diversified portfolio. This active/diversified style seeks to provide risk adjusted returns that meet or exceed similarly allocated passive managers. Within this style, GIM monitors the market and positions the portfolio to best take advantage of opportunities that exist within the risk parameters of the specific allocation selected.
Disclosure: Request Form ADV Part II for a complete description of Green Investment Management, Inc.’s management services. Market and economic conditions can change rapidly producing materially different returns (or losses) over different periods. No inference should be drawn that managed accounts will achieve similar performance or will be profitable in the future. Investing involves risk and you may incur a profit or a loss. Past performance is no guarantee of future results.
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Opportunity
Balanced Growth |
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Opportunity
Global Stock |
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Opportunity
Style |
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Opportunity Balanced Growth Allocation
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Capital appreciation opportunities are actively sought after in this balanced portfolio comprised of a diversified mix of both domestic and international stock and bond funds, with an emphasis on stocks. This allocation stays fully invested through most market environments and may be suitable for clients seeking to achieve long-term wealth accumulation and purchasing power protection.
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Consists of:
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Strategic
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Tactical
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Domestic Equities
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50%
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40% - 60%
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Foreign Equities
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25%
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20% - 40%
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Domestic Bonds
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25%
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20% - 30%
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Foreign Bonds
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0% - 10%
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Money Market
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0% - 20%
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Other
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0% - 20%
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Opportunity Global Stock Allocation
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Capital appreciation opportunities are actively sought after in this diversified mix of domestic and foreign stock funds. This allocation stays fully invested through most market environments and may be suitable for clients seeking to achieve long-term wealth accumulation and purchasing power protection.
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Consists of:
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Strategic
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Tactical
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Domestic Equities
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65%
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55% - 80%
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Foreign Equities
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35%
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20% - 40%
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Money Market
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0% - 25%
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Other
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0% - 20%
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Opportunity Style Allocation
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The investment objective for the Opportunity Style strategy is to make focused investments into indexes that are composed of domestic equities with specific size and style characteristics.
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Consists of:
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Strategic
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Domestic Equities
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100%
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