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Multi-Asset Class Total Portfolio Solutions

GF TOTAL PORTFOLIO LONG-TERM GROWTH

  • Benchmark: 50% stocks, 40% bonds, 5% real estate, 5% cash
  • Return Objective: 2-3% above benchmark
  • Absolute Volatility Target: 6-8%
  • Minimum: $150,000
  • Fees: 1.00% on assets up to $500,000, 0.75% thereafter
  • Vehicles: ETF’s
  • Maximum Cash Allocation: 20%
  • Shorting / Leverage: Not permitted
  • Number of ETF’s: 15-25

GF TOTAL PORTFOLIO INCOME GROWTH

  • Benchmark: 50% stocks, 40% bonds, 5% real estate, 5% cash
  • Return Objective: 2-3% above benchmark
  • Absolute Volatility Target: 6-8%
  • Minimum: $150,000
  • Fees: 1.00% on assets up to $500,000, 0.75% thereafter
  • Vehicles: ETF’s
  • Maximum Cash Allocation: 20%
  • Shorting / Leverage: Not permitted
  • Number of ETF’s: 15-25

GF EQUITY HEDGE AND INSURANCE PROTECTION PORTFOLIO

  • Benchmark: 50% stocks, 40% bonds, 5% real estate, 5% cash
  • Return Objective: 2-3% above benchmark
  • Absolute Volatility Target: 6-8%
  • Minimum: $150,000
  • Fees: 1.00% on assets up to $500,000, 0.75% thereafter
  • Vehicles: ETF’s
  • Maximum Cash Allocation: 20%
  • Shorting / Leverage: Not permitted
  • Number of ETF’s: 15-25
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