Town Lake Capital Management provides model portfolio guidelines for each plan. Model portfolios are updated quarterly to reflect changing market dynamics. Plan participants have the option of using the model portfolio to assist them in choosing a portfolio that best suits their needs. Educational materials assist employees in determining which model fits their individual risk tolerance.
Time Horizon:
Greater than 10 years
Primary Objective:
Aggressive growth
Risk Tolerance:
High Risk
Liquidity Needs:
None
Expected Volatility:
High
Graphic to the right is for illustration purposes only and may not be representative of our actual recommendation.
Time Horizon:
6-10 Year
Primary Objective:
Long-term growth
Risk Tolerance:
Increased Risk
Liquidity Needs:
None
Expected Volatility:
High
Graphic to the right is for illustration purposes only and may not be representative of our actual recommendation.
Time Horizon:
6-10 Year
Primary Objective:
Medium-term growth
Risk Tolerance:
Medium
Liquidity Needs:
Minor
Expected Volatility:
Medium
Graphic to the right is for illustration purposes only and may not be representative of our actual recommendation.
Time Horizon:
2-5 Year
Primary Objective:
Current Income
Risk Tolerance:
Minimum Risk
Liquidity Needs:
Short-term liquidity needed
Expected Volatility:
Low
Graphic to the right is for illustration purposes only and may not be representative of our actual recommendation.
Time Horizon:
1-2 Year
Primary Objective:
Capital preservation
Risk Tolerance:
Minimum Risk
Liquidity Needs:
Immediate
Expected Volatility:
Low
Graphic to the right is for illustration purposes only and may not be representative of our actual recommendation.
