Balanced. The Balanced Portfolio combines an Equity Portfolio (Quality Growth or Quality 250™) with a Fixed Income Portfolio, incorporating the philosophy of each objective. The ratio of equity to fixed income is customized to the investment policy statement or the financial needs and risk tolerance of the client, We recommend a minimum two to four year time horizon for clients investing in the Balanced Portfolio.
Appears in 2 contracts
Sources: Investment Advisory Agreement (NRM Investment Co), Investment Advisory Agreement (NRM Investment Co)