The Investor Profile helps to gather important information related to your investment objectives, risk tolerance, investment time horizon and financial status, and serves as the basis for determining the advisory portfolio that may be most suitable to your investment needs and goals. Please provide the following information:
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The above illustration is designed to provide a general representation of each portfolio's securities holdings. This is a hypothetical example only and is not indicative of the specific allocation the portfolios will employ at any given time. Legend Advisory Corporation gives no guarantee as to results and cannot assure that objectives of the investment concept will be realized. Some investment decisions will result in profit, and others in losses. Investments in foreign securities involve risks relating to political and economic developments, foreign taxation, exchange rate fluctuations and differences in accounting standards. Diversification does not assure a profit or protect against a loss.
The investment management process for the Bond Portfolio differs from the process used to manage the other five portfolios.