Diversified Strategies (Dynamic)

Windham_Capital_Diversified_Portfolios

Conservative

  • Suitable for investors with a short-term investment horizon.
  • Portfolio objective: Capital protection and slight capital appreciation.

Conservative Plus

  • Suitable for investors with a slightly short-term investment horizon.
  • Portfolio objective: Capital protection and moderate capital appreciation.

Moderate

  • Suitable for investors with a moderate-term investment horizon.
  • Portfolio objective: A balance of capital protection and capital appreciation.

Moderate Plus

  • Suitable for investors with a moderate to long-term investment horizon.
  • Portfolio objective: Capital appreciation.

Aggressive

  • Suitable for investors with a long-term time horizon.
  • Portfolio objective: Significant capital appreciation.
Tax-Exempt Fact Sheet
Tax-Managed Fact Sheet
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Our Strategies