Interest in the portfolio among investors.
Millions of dollars invested in the portfolio throughout the financial system.
Interest that the portfolio among investors.
Equities: 40% (stock market shares)
Fixed income: 60% (bonds,etc.)
Risk level: Moderate
You accept a moderate return as you would only tolerate losing up to 20% of the value of your investment in a recession and therefore look for moderate risk.
The fixed monthly fee charged by the investment professional for the use of the portfolio
Clients may incur certain charges imposed by custodians, brokers, and other third parties; please visit our Pricing section.
Investore Inc.195 Montague Street14th Floor, BrooklynNew York 11201