Moderate All Cap Allocation

Investment Strategy

The Moderate All Cap Allocation utilizes a disciplined investment process that targets global opportunities in diversified capital markets. The allocation is designed to preserve principal and reduce volatility while providing capital growth in a broadly diversified allocation of multiple asset classes.



Learn how Stern Brothers can help you with your Moderate All Cap Allocation. Contact us now or call 1-800-321-9586

This presentation is neither an offer to sell nor a solicitation of an offer to buy any securities. Past performance is not indicative of future returns and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. The risks associated with this strategy include risk of the investment strategy not performing as expected, high portfolio turnover, investing in ETF’s which involves additional risk exposure, investing in other investment companies, shorting and non-diversification. Investing in techniques that include the use of futures, enhanced betas and shorting securities add additional risks. An investor should consider the investment objectives, risks, charges, and expenses of the investment and the strategy carefully before investing. Date of first use: January 1, 2012.
1 Inception date calculation based on the inception of the Balanced Income & Growth Strategy.