Growth: This portfolio typically contains smaller
positions of individual investments than the Aggressive Growth portfolio
and will not short equity securities. Managers will, however, utilize
some of the options and short-term trading strategies used in the Aggressive
Growth profile and may also invest in Initial Public Offerings when deemed
Balanced (Growth and Income): This profile is
a combination of the Growth profile and fixed income investments.
Income/Capital Preservation: This profile will
primarily contain fixed income and market neutral investments and may
invest in arbitrage opportunities.
Clients reserve the right to determine which profile
they prefer in their account management, including any combination of
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