Based on pension-style principles, Harmony 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 Incorporated (Wilshire®), a leading global investment services firm, who oversee the entire program.
One Ticket Portfolio
| name of Portfolio |
This Portfolio appeals to |
| Harmony Yield Portfolio3 |
This portfolio appeals to investors looking for moderate growth potential of equities combined with fixed income and a regular income stream. |
| Harmony Conservative Portfolio |
This portfolio appeals to investors looking for conservative growth potential of equities combined with fixed income. |
| Harmony Balanced Portfolio |
This portfolio appeals to investors looking for moderate growth potential of equities combined with fixed income. |
| Harmony Balanced Growth Portfolio |
This portfolio appeals to investors looking for the growth potential of equities combined with fixed income. It also offers monthly cash flow through Series T and Series V purchase options. |
| Harmony Growth Portfolio |
This portfolio appeals to investors looking for the growth potential of equities combined with fixed income. It also offers monthly cash flow through Series T and Series V purchase options. |
| Harmony Growth Plus Portfolio |
This portfolio appeals to investors looking for the growth potential of equities combined with a small allocation to fixed income. |
| Harmony Maximum Growth Portfolio |
This portfolio appeals to investors looking for the growth potential of equities over a long-term investment time frame. |
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