The Growth & Income core portfolio type is designed around a 40% Debt,  60% Equity opportunity mix, though variance from this allocation target routinely occurs depending on the dynamics of the economy and the health of the financial markets.

The Growth & Income core portfolio type strives to provide, or add, "balance" to a portfolio as it seeks to: generate income, provide growth through capital appreciation, and maintain and preserve principal value. Growth & Income  utilizes passive or non-managed, No Load indexed funds, closed-ended mutual funds/ETFs mirroring market indices, as well as, "best-in-class," actively managed No Load mutual funds. There is, of course, no guarantee that Growth & Income will accomplish its objective.

The Growth & Income core portfolio type strives to re-allocate to the expected, 'best' market opportunites among a comparatively more limited opportunity set to reduce portfolio volatility. It additionally includes GuardRail Technology for risk management control in extended market downturns. The Growth & Income core portfolio type maybe utilized as 100% of an investor's portfolio or supplemented with other core portfolio types.