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WealthShape Moderately Aggressive 80/20 Index Portfolio
This portfolio is comprised of 80% equity and 20% fixed income. It is considered aggressive and falls in the moderately aggressive risk rating. It is designed for long-term investors who want good growth potential and don’t need current income. Entails a fair amount of volatility, but not as much as a portfolio invested exclusively in equities. Investors seek long-term principle growth and are able to accept potentially significant volatility during difficult phases in a market cycle and have an investment time horizon of at least eight 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