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Our Portfolio Selections

Our portfolios are carefully designed to put your needs front and center—where they belong. We think your portfolio should be working for you no matter what investment approach or style is in favor at any given time.

Diversified portfolios for every investor.

Built to help you reach your goals and invest in what matters. To further customize a portfolio, talk to your Wealth Manager, who can help you build a wealth strategy focused on your long-term goals.

Stocks ~20-30%
Bonds ~70-80%

NXT Secure

conservative

For investors who are predominately risk-averse. Primary focus is on portfolio stability and preservation of capital. Investors using this model should be willing to achieve investment returns (adjusted for inflation) that are low or, in some years, negative, in exchange for reduced risk of principal loss and a high level of liquidity.

Stocks ~30-40%
Bonds ~60-70%

NXT Focus

moderately conservative

For investors who are somewhat risk-averse. Primary focus is to achieve a modest level of portfolio appreciation with minimal principal loss and volatility. Investors using this model should be willing to absorb some level of volatility and principal loss.

Stocks ~40-60%
Bonds ~40-60%

NXT Balance

Balanced

For investors who are willing to take a moderate level of risk. Primary emphasis is to strike a balance between portfolio stability and portfolio appreciation. Investors using this model should be willing to assume a moderate level of volatility and risk of principal loss.

Stocks ~60-90%
Bonds ~10-40%

NXT Growth

moderately aggressive

For investors who are willing to take a fair amount of risk. Primary emphasis is on achieving portfolio appreciation over time. Investors using this model should be willing to assume a high level of portfolio volatility and risk of principal loss.

Stocks ~90-100%
Bonds ~0-10%

NXT Advance

Aggressive

For investors who are willing to take substantial risk. Primary emphasis is on achieving above-average portfolio appreciation over time. Investors using this model should be willing to assume a significant level of portfolio volatility and risk of principal loss.

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