With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever.
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It’s essential to share your investment objectives with your Washington Capital advisor to ensure the most suitable recommendations are made based on your goals, your tolerance of risk, and the immediacy of your financial needs.
Investment portfolios generally fall into one of the following categories:
Income with capital preservation
This is the most conservative investment objective. Emphasis is placed on generation of current income and prevention of capital loss … and is designed as a long-term accumulation account.
Income with moderate growth
Emphasis is placed on generation of current income … with a secondary focus on moderate capital appreciation.
Growth with income
Emphasis is placed on modest capital growth … with some focus on generation of current income.
Emphasis is placed on aggressive growth and maximum capital appreciation … with limited focus on generation of current income. This objective has a high level of risk and is for investors with a long-term horizon.
Emphasis is placed on speculative transaction activity. This objective represents acceptance of a tolerably high level of risk.
The investment portfolios listed are unlikely to be suitable for all investors or, indeed, will meet their stated objectives. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss.