The Moderately Conservative Strategy is an actively managed diversified portfolio of high quality value stocks, individual bonds and mutual funds. The strategy may also include ETFs and MLPs. Its objective is to preserve and increase the value of accounts over the intermediate and long-term regardless of future market conditions.
The conservative strategy will generally have 20% to 40% in equities and 80% to 60% in bonds. The strategy contains domestic and developed nation international equities and primarily US bonds.