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LONG-TERM (10+ YEARS)
PORTFOLIO MODEL MIN. INVESTMENT OBJECTIVE
Alpha I $100,000 Seeks aggressive growth by targeting sectors experiencing rapid innovation.
Alpha II $250,000 Seeks aggressive growth by targeting sectors experiencing rapid innovation.  Diversification is increased through greater international exposure.
Aggressive $50,000 Seeks long-term capital appreciation with dividend income as the secondary objective.
Universal Value $15,000 This concentrated portfolio seeks long-term capital appreciation with risk mitigation.
INTERMEDIATE TO LONG-TERM (7-10 YEARS)
PORTFOLIO MODEL MIN. INVESTMENT OBJECTIVE
ESG Select $50,000 Focuses on companies that exhibit a high degree of environmental and social responsibility.
Moderate $50,000 Seeks capital appreciation with moderate income.
Conservative $50,000 Seeks preservation, stability, growth, and income.
Monarch $1,000,000 Allows for private equity-like investments and returns without limitations.
INTERMEDIATE (5-8 YEARS)
PORTFOLIO MODEL MIN. INVESTMENT OBJECTIVE
Rising Income $50,000 Seeks increasing income and preservation of principal with growth as the secondary objective.
Ultra-Conservative $50,000 Seeks income, including tax-exempt securities and preservation of capital with growth as a secondary objective.
Ultra-Conservative-R $50,000 Seeks income and preservation of capital with growth as a secondary objective.

 
 
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          Alpha I
HIGH         Alpha II
          Aggressive
          Universal Value
Volatility              
Spectrum                
      Green    
MEDIUM     Moderate    
      Conservative    
      Monarch    
             
             
  Rising Income        
LOW Ultra-Conservative        
  Ultra-Conservative-R        
             
             
5-8 YEARS 7-10 YEARS 10+ YEARS
Intermediate Intermediate to        Long-Term Long-Term
Investment Horizon

Investment returns and principal value will fluctuate with market volatility and portfolio manager activity. Investors may realize a loss when they make full or partial withdrawals from their portfolio. Past performance does not guarantee future results. All securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.