This questionnaire will help you determine your investment style. Keep in mind these portfolios are samples and not specific recommendations. These portfolios can be customized using the funds offered in your plan. Prior to making investment decisions, it is important to review all available information, including fund prospectuses. Detailed information is available from your employer and from Alerus.
Bonds: 70-80%Stocks: 20-30%
The income Portfolio is intended for individuals with an investment horizon of two to five years and who desire mild investment volatility.
This material is provided for informational and discussion purposes only. Please consult your legal counsel or financial advisor, to determine how this information may apply to your own situation. This information should not be relied upon as investment advice.
Investment products: (1) are not FDIC insured, (2) are not deposits or other obligations of a bank or guaranteed by a bank, and (3) involve investment risk, including possible loss of principal amount invested.