BWA Moderate Conservative Portfolio

The BWA Moderate Conservative portfolio has a normal range of equities between 20% to 40%.

Overweight: 40%

Neutral: 30%

Underweight: 20%

Moderate Conservative: Risk Number 25-46 – Target 38 ^{*with temporary (1-2 quarters) flexibility +/- 5 to 10.}Objective: Income with Moderate Growth