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WealthShape Conservative 20/80 Index Portfolio
This portfolio is comprised of 20% equity and 80% fixed income. It is considered conservative and falls in the conservative risk rating. It is specifically designed for investors who seek current income and stability and are less concerned about growth. In order to minimize the chance for loss; they are willing to accept the lower long-term returns provided by conservative investments and have an investment time horizon of at least three 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