The Lion Strategy primarily seeks to provide growth of capital by investing 80% in equity mutual funds. The 20% holdings in fixed income mutual funds seek to provide preservation of capital. This strategy is suitable for investors with a moderate-aggressive risk tolerance.
Like a lion, this strategy is primarily aggressive, hunting for returns and expanding wealth like a lion seeks to expand its territory. However, this strategy also accounts for the defensive position a lion must occasionally take when defending his territory and family.
“Hunt for returns and expand your wealth like a lion seeks to expand its territory.”
20% Fixed Income
Equity and fixed income allocations are targets and may fluctuate within the ranges defined by the Investment Policy Statement.
Investing securities (including the models advertised herein) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of rick. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
The models advertised herein are not designed based on the individual needs of any one specific client or investor. In other words, it is not a customized strategy designed on the specific financial circumstances of the client. However, prior to opening an account using the advertised model, Cambridge will consult with you to determine if your financial objectives are appropriate for investing in the model. You are also provided the opportunity to place reasonable restrictions on the securities held in your account.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with SmartPro Financial or Ramsey Solutions.