GF TOTAL PORTFOLIO LONG-TERM GROWTH
- Benchmark: 50% stocks, 40% bonds, 5% real estate, 5% cash
- Return Objective: 2-3% above benchmark
- Absolute Volatility Target: 6-8%
- Minimum: $150,000
- Fees: 1.00% on assets up to $500,000, 0.75% thereafter
- Vehicles: ETF’s
- Maximum Cash Allocation: 20%
- Shorting / Leverage: Not permitted
- Number of ETF’s: 15-25
GF TOTAL PORTFOLIO INCOME GROWTH
- Benchmark: 50% stocks, 40% bonds, 5% real estate, 5% cash
- Return Objective: 2-3% above benchmark
- Absolute Volatility Target: 6-8%
- Minimum: $150,000
- Fees: 1.00% on assets up to $500,000, 0.75% thereafter
- Vehicles: ETF’s
- Maximum Cash Allocation: 20%
- Shorting / Leverage: Not permitted
- Number of ETF’s: 15-25
GF EQUITY HEDGE AND INSURANCE PROTECTION PORTFOLIO
- Benchmark: 50% stocks, 40% bonds, 5% real estate, 5% cash
- Return Objective: 2-3% above benchmark
- Absolute Volatility Target: 6-8%
- Minimum: $150,000
- Fees: 1.00% on assets up to $500,000, 0.75% thereafter
- Vehicles: ETF’s
- Maximum Cash Allocation: 20%
- Shorting / Leverage: Not permitted
- Number of ETF’s: 15-25