Investments and Retirement

Tailored to Your Needs

BFG portfolio solutions are practical all-in-one portfolios with five goals and proven funds from the most respected mutual fund companies.

Balancing Risks and Opportunities

BFG portfolio solutions are carefully constructed to balance opportunities and risks with multi-layer diversification.

Which portfolio is right for me?

Investor Profile

Year 1

Year 3

Year 5

Year 7

BFG – Conservative

6.70%

5.50%

6.60%

–

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Industry Average

1.30%

1.03%

2.09%

–

BFG – Moderate

8.30%

6.20%

8.40%

–

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Industry Average

2.20%

.88%

2.65%

–

BFG – Balanced

8.60%

7.50%

10.70%

–

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Industry Average

.21%

.83%

2.85%

–

BFG – Bal. Growth

7.50%

8.80%

12.80%

–

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Industry Average

2.37%

1.61%

4.01%

–

BFG – Growth

9.30%

11.10%

16.00%

14.20%

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Industry Average

2.87%

1.51%

3.50%

3.84%

Tailored to Your Needs

BFG portfolio solutions are practical all-in-one portfolios with five goals and proven funds from the most respected mutual fund companies.

Balancing Risks and Opportunities

BFG portfolio solutions are carefully constructed to balance opportunities and risks with multi-layer diversification.

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