DHW Moderate Approach

Asset allocation with moderate risk. Following this range will best suit the investor who seeks relatively stable growth from their investable assets offset by a low level of income.

  • Investor General Profile: An investor in the moderate risk range will have a higher tolerance for risk and/or a longer time horizon than either of the previous investors.
  • Objective:Individual within this range is to achieve steady portfolio growth while limiting fluctuations to less than those of the overall stock markets.
  • Benchmark: Morning Star Moderate Index