All-In-One Solutions That FitHarmony offers the choice of seven ready-made portfolios from its pools of investments.
Based on pension-style principles, the portfolios are constructed and managed with strategic asset allocation, risk-adjusted diversification and preservation of capital in mind.
In addition, the portfolios are managed by a platform of portfolio managers who are industry-recognized leaders in pension-style and institutional money management from around the world. All managers are rigorously screened and monitored by Wilshire Associates, a leading global investment services firm, who oversee the entire program.
| ONE TICKET PORTFOLIO | Conservative Portfolio This portfolio suits investors who would like liquidity and conservative growth combined with regular income and have a lower tolerance for volatility. | Balanced Portfolio This portfolio suits investors who would like moderate growth and have a lower tolerance for volatility. | Balanced and Income Portfolio This portfolio suits investors who would like moderate growth combined with income and have a lower tolerance for volatility. It also offers monthly cash flow through a Series T purchase option. | Balanced Growth Portfolio The portfolio suits investors who would like the growth potential of equities combined with income and have a moderate tolerance for volatility. It also offers monthly cash flow through Series T and Series V purchase options.
The portfolio is part of Harmony Tax Advantage Group Limited. | Growth Portfolio This portfolio suits investors who would like the growth potential of equities and have a lower to moderate tolerance for volatility. It also offers monthly cash flow through Series T and Series V purchase options.
The portfolio is part of Harmony Tax Advantage Group Limited. | Growth Plus Portfolio This portfolio suits investors who would like the growth potential of equities over a long-term and have a moderate tolerate for volatility.
The portfolio is part of Harmony Tax Advantage Group Limited. | Maximum Growth Portfolio This portfolio suits investors who would like the growth potential of equities and have a long-term investment time frame and have a moderate tolerance for volatility.
The portfolio is part of Harmony Tax Advantage Group Limited. |
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