LIS Model Guidelines

LIS Aggressive Growth Model:

• Investment objective: Aggressive Growth

• Risk Tolerance: High (Riskalyze range: 75-99)

• Asset allocation guidelines:

LIS Growth Model:

• Investment objective: Growth

• Risk Tolerance: High (Riskalyze range: 60-80)

• Asset allocation guidelines:

LIS Moderate Growth Model:

• Investment objective: Growth/Income

• Risk Tolerance: Moderate Plus (Riskalyze range: 50-70)

• Asset allocation guidelines:

LIS Balanced Model:

• Investment objective: Growth/Income

• Risk Tolerance: Moderate (Riskalyze range: 40-60)

• Asset allocation guidelines:

LIS Conservative Model:

• Investment objective: Income

• Risk Tolerance: Low (Riskalyze range: 30-50)

• Asset allocation guidelines:

LIS Ultra Conservative Model:

• Investment objective: Capital Preservation

• Risk Tolerance: Low (Riskalyze range: 10-40)

• Asset allocation guidelines:

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SUITE 300
GRAND BLANC, MI 48439

Phone: 810-694-6500

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Thu: 8:00AM-4:30PM

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Sat: By Appointment

Sun: Closed

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LIS Model Guidelines

LIS Aggressive Growth Model:

LIS Growth Model:

LIS Moderate Growth Model:

LIS Balanced Model:

LIS Conservative Model:

LIS Ultra Conservative Model:

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