Portfolio Allocation Choices
Which PAC is Right For You? PDF

Cornerstone has developed four Portfolio Allocations Choices (PACs) which are based on the Cornerstone Model Portfolio.

Each PAC is managed using our QuintEssential Strategy:
1 - Dynamic Risk Management
2 - Real World Diversification
3 - Pro-Active Asset Allocation
4 - Strategic Re-Balancing
5 - Invest for both the upside and downside

All PACs are fully flexible, which means they have no preset ceilings or floors on any asset classes.

Income Option - No longer does an income investor have to be tied to the ups and downs of interest rates and the bond market. Each PAC can be customized for income. Through the utilization of various investments and strategies, income can be generated through interest income, dividends and capital gains.

Target Allocations - The percentages on the following allocations are Target Allocations, meaning they may or may not be filled. The Target Allocation may change as our CIS Model Portfolio’s Target Allocations change.

The following pages give the current Target Allocations for each of the four PACs:

Aggressive

Moderate

Conservative

Xtreme

Which PAC is right for you?
(Make your selection to the left)

QUINT-ESSENTIAL STRATEGY

PORTFOLIO ALLOCATION CHOICE'S

PORTFOLIO CONSTRUCTION

MODEL FOR INCOME

ECONOMIC CYCLES

INVESTMENT PRINCIPLES

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