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Model Portfolios
The neuralvision® program features four portfolios that have been designed specifically to help meet the unique needs of individual investors participating in §401(k) accounts. In line with each model's objective, the portfolios seek to hold an optimal mix of mutual funds in an effort to maximize returns while attempting to reduce risk. A description of each model portfolio appears below.
neuralvision I
The neuralvision® I Portfolio is designed for investors who understand the need for diversification, but have a low tolerance for market volatility or a shorter time frame in which to invest their funds. It seeks primarily to preserve capital and secondarily to attain capital appreciation. Typically, a greater portion of client assets will be invested in domestic and international bonds with a lesser portion allocated to equities. <view sample allocations>
neuralvision II
The neuralvision® II Portfolio is for investors who wish to achieve risk-adjusted, market-based returns while reducing overall portfolio volatility. The Portfolio seeks to strike a balance between growth and income by investing in both domestic and international equities and debt instruments. Assets may be more heavily weighted in either the debt or equity markets depending on market conditions. <view sample allocations>
neuralvision III
The neuralvision® III Portfolio was developed for investors who seek higher returns, but do not wish to invest solely in equities. This portfolio seeks capital appreciation by emphasizing domestic and international equities, while maintaining some exposure to debt instruments. <view sample allocations>
neuralvision IV
The neuralvision® IV Portfolio suits investors with a higher degree of risk tolerance. This portfolio seeks capital appreciation by diversifying assets among the domestic and international equity markets, while maintaining a lesser allocation to domestic and/or international bonds. <view sample allocations> |