PORTFOLIO FACTS


Investment Objective:
Total Return

Minimum Account:
$3,000

Type of Account:
Brokerage

Holding Types:
ETFs & Mutual Funds

Counsel Wealth Management, Inc.
6 Pine Tree Drive, Suite 100
St. Paul, MN 55112

phone 651.639.8707
fax 651.639.8807

OBJECTIVE

The Counsel Wealth Acorn Portfolio is a managed brokerage account strategy designed for small accounts or new investors. The objective is to achieve Total Return by utilizing a strategic asset allocation strategy.

PROCESS

  • Strategic — The strategy is a globally diversified asset allocation utilizing best in class fund managers, as well as efficient ETFs.
  • Dynamic Asset Allocation—The two variations of the model are Growth and Balanced. The Growth portfolio, or CWA-G, will have approximately 80% of its holdings in equity positions. The Balanced portfolio, or CWA-B, will have approximately 60% of its holdings in equity positions.
    Model G—Growth: Stock/Bond range of 80/20
    Model B—Moderate: Stock/Bond range of 60/40