United Capital Management offers three model portfolios to provide a general outline of our investment programs.  However, your individual portfolio is fully customized to reflect your
unique personal needs which is built around your objectives outlined in detail in your
Investment Policy Statement. 
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Global Diversified Aggressive Portfolio: follows an opportunistic investment strategy. The
objective of this model portfolio is to aggressively exploit global capital market investment opportunities. This portfolio provides exposure to stocks, bonds, cash and diversifying assets.
If you have a substantial tolerance for risk and an ability to withstand a permanent loss of
capital, this portfolio might be appropriate for you.

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Global Diversified Moderate Portfolio: follows a moderate investment strategy. The objective
of this model portfolio is to provide an equity-like return with less risk than that experienced by
stock-only investors. This portfolio provides exposure to stocks, bonds, cash and diversifying
assets. If your time horizon is greater than five years and you have a moderate tolerance for
risk, this portfolio might be appropriate for you.

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Global Diversified Conservative Portfolio: follows a conservative investment strategy. The primary objective of this model portfolio is to preserve capital and earn a return in excess of inflation over time. The model portfolio offers diversification and balance through exposure to stocks, bonds, cash and diversifying assets. However, equity exposure is modest, and emphasis is placed on fixed
income securities. If you have a low tolerance for risk, this portfolio might be appropriate for you.

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Have questions regarding our model portfolios?

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