 |
|
 |
 |
 |
 |

 | Many clients have a need for both income and growth. For them, a balanced account is appropriate
|
 | The equity portion is managed by the equity manager(s) and the bond portion by the bond manager. This promotes the focus of specialization on all segments of the portfolio
|
 | Since the bond portion is charged on the lower bond fee schedule, the total cost of investment management is reduced
|
|
|
 |