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Table of Contents
INTRODUCTION ........................................................................................................ 1
Inputs & Assumptions
Recommended Portfolio
ASSET ALLOCATION ................................................................................................ 3
PORTFOLIO DIVERSIFICATION ............................................................................... 4
Asset Class Diversification
Global Diversification
Equity Concentration Risk
EQUITY RISK ANALYSIS ........................................................................................... 8
FIXED INCOME RISK ANALYSIS .............................................................................. 9
COST ANALYSIS ....................................................................................................... 11
PORTFOLIO RISK & EFFICIENCY ............................................................................ 13
Portfolio Efficiency
Portfolio Risk Profile
PORTFOLIO GAP SUMMARY ................................................................................... 15
APPENDIX ................................................................................................................. 16
Managed Investment Characteristics
Managed Investment Style & Risk
Disclosures
Glossary Of Terms
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Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities
Inc., an affiliate. Member FINRA/SIPC B 11-084 (12/16)
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