Portfolios

Portfolios 2017-02-10T08:40:55+00:00

Guardian allocations utilize the active/defensive style GIM has become known for. This diversified style attempts to minimize portfolio loss during difficult or “bear” markets and seeks to provide risk adjusted returns that meet or exceed the returns of similarly allocated passive managers. The Guardian allocations range from the conservative Fixed Income to the more aggressive Stock, Sector and Country allocations. Guardian allocations are designed for investors who place more emphasis on their desire for principal preservation.

Guardian Fixed Income Guardian Balanced Income Guardian Conservative Balanced Guardian Alternatives Guardian Balanced Guardian Balanced Growth Guardian Balanced Mosaic Guardian Global Stock Guardian Equity Mosaic Guardian Sector Guardian Country

Allocation Key

Guardian Fixed IncomeGuardian Fixed Income
This actively managed portfolio is diversified primarily among domestic bond funds with a small allocation to foreign bonds periodically. This allocation may be suitable for some clients requiring higher income, safety and stability needs.
Guardian Balanced IncomeGuardian Balanced Income
This actively managed portfolio is a diversified mix of both domestic and international stock and bond funds, with a strong emphasis on bonds. This allocation employs an active/defensive style designed to provide moderate current income and moderate growth.
Guardian Conservative BalancedGuardian Conservative Balanced
This actively managed portfolio is a diversified mix of both domestic and international stock and bond funds with an emphasis on bonds. This allocation employs an active/defensive style designed to provide conservative long-term growth with some current income.
Guardian AlternativesGuardian Alternatives
This actively managed portfolio is a disciplined investment strategy designed to provide a hedge against either inflation or deflation by investing in ETFs or ETNs that are either long or short in commodities, currencies, real estate and/or emerging market equities. Because these assets tend to move in a cyclical fashion, the opportunity for gains on both advancing and declining markets exists.
Guardian BalancedGuardian Balanced
This actively managed portfolio is a diversified mix of both domestic and international stock and bond funds with an emphasis on bonds. This allocation employs an active/defensive style designed to provide conservative long-term growth with some current income.
Guardian Balanced GrowthGuardian Balanced Growth
This actively managed portfolio is a diversified mix of both domestic and international stock and bond funds with an emphasis on stock. This allocation employs an active/defensive style designed to provide long-term wealth accumulation and purchasing power protection.
Guardian Balanced MosaicGuardian Balanced Mosaic
This actively managed portfolio is a diversified mix of both domestic and international stock and bond funds, with a stronger emphasis on stock. This allocation employs an active/defensive style designed to provide long-term growth for clients that have a reasonable tolerance for variable returns.
Guardian Global Stock AllocationGuardian Global Stock
This actively managed portfolio is a diversified mix of domestic and foreign stock funds. This allocation employs an active/defensive style designed for clients with a reasonable tolerance for variable returns and who are seeking above average long-term growth.
Guardian Equity MosaicGuardian Equity Mosaic
This actively managed portfolio is a diversified mix of domestic and foreign stock funds. As the name ‘Mosaic’ implies, multiple investment styles are employed within this portfolio. GIM’s sector allocation methodology has been added to GIM’s traditional balanced investing style to create this hybrid portfolio.
Guardian SectorGuardian Sector
This actively managed portfolio makes concentrated investments into sectors of the domestic market that are demonstrating relative strength. The portfolio is a mix of equity funds with an occasional allocation to bonds.
Guardian CountryGuardian Country Allocation
This actively managed portfolio makes concentrated investments into foreign country or region specific stock funds that are demonstrating positive relative strength and can shift and diversify among both emerging and developed markets. Because of its concentrated focus, this strategy may bear a greater degree of market risk than a more diversified investment portfolio. Clients with a high tolerance for variable returns seeking aggressive long-term growth may find this investment appealing.

Disclosure: Request GIM Form ADV Part 2 for a complete description of Green Investment Management, Inc.’s management services. Market and economic conditions can change rapidly producing materially different returns (or losses) over different periods. No inference should be drawn that managed accounts will achieve similar performance or will be profitable in the future. Investing involves risk and you may incur a profit or a loss. Past performance is no guarantee of future results.