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WealthShape Aggressive 100% Equity Index Portfolio
This portfolio is comprised of 100% equity. It is considered very aggressive and falls in the aggressive growth risk rating. It is designed for long-term investors who want high growth potential and don’t need current income. May entail substantial year-to-year volatility in value in exchange for potentially high long-term returns. In order to maximize long-term principle growth; investors are willing to accept prolonged negative returns during difficult phases in a market cycle and have an investment time horizon of at least ten years.​
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WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We have the ability to serve clients from anywhere, utilizing our powerful modernized financial planning software and leading-edge security encryption.
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  • About
    • Who We Are
    • How We Invest
    • Portfolios
  • Services
    • Wealth Management
    • Financial Planning
    • Retirement Plan Services
  • Blog
  • FAQ
  • Log In
  • Contact