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WealthShape Moderately Conservative 40/60 Index Portfolio
This portfolio is comprised of 40% equity and 60% fixed income. It is considered conservative and falls in the moderately conservative risk rating. It is designed for investors who seek current income and stability, with modest potential for increase in the value of their investments. Investors are able to accept infrequent and modest losses during difficult phases in a market cycle and have an investment time horizon of at least five 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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Phone: 860-837-0303
Message: info@wealthshape.com
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360 Bloomfield Ave 
3rd Floor 
Windsor, CT 06095
WEST HARTFORD
15 N Main St
​#100
West Hartford, CT 06107
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4 Research Dr - Suite 402 
Shelton, CT 06484
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4th Floor 
Rocky Hill, CT 06067
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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