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Balanced Model Portfolio for Retirement: 60% Equities & 40% Bonds Investment Strategy

This Balanced Model Portfolio, established in May 1998, is designed for investors aiming to retire within 5 to 10 years and who possess a moderately low risk tolerance. With a strategic allocation of 60% equities and 40% bonds, the portfolio seeks to provide market participation while mitigating risks associated with an all-equity investment. Managed by Piedmont Independent Fiduciaries, this diversified approach utilizes Exchange-Traded Funds (ETFs) and aims to balance growth with financial security. For more information, contact us at 800-767-8772 or visit www.PIF401k.com.

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Balanced Model Portfolio for Retirement: 60% Equities & 40% Bonds Investment Strategy

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  1. Investor Goals 5 - 10 years until Retirement Diversification of Stocks & Bonds Moderately Low Risk Tolerance Benchmark: 60% Equities / 40% Bonds Inception: May 1998 Allocations As Of: May 2014 Balanced ModelPortfolio Asset Allocation with ETF’s Objectives: The Balanced Model Portfolio is comprised of stocks and bonds designed for investors who want to participate in the stock market but reduce the risk associated with an all equity portfolio. Piedmont Independent Fiduciaries Phone: 800.767.8772 Email: sue@pif401k.com Web: www.PIF401k.com *Standard Deviationis a statistical term that measures the amount of variability or dispersion around an average and is a measure of volatility. Dispersion is the difference between the actual value and the average value. The larger this dispersion/variability is, the higher the standard deviation. The smaller this dispersion/variability is, the lower the standard deviation. Standard deviation is used to measure expected risk and determine the significance of certain price movements. Standard deviation values are dependent on the price of the security. Securities with high prices will have higher standard deviation values than securities with low prices. Piedmont Independent Fiduciaries a registered investment advisor. The company provides investment advice and management on a fee basis. This material has been prepared for information purposes only and does not provide individually tailored advice.  It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.  The information contained herein is not intended as tax, legal or investment advice. The views and opinions contained herein may differ materially from the views and opinions of others at Piedmont Independent Fiduciaries or any of its affiliated companies. Opinions expressed are subject to change. Past performance is no guarantee of future results. Exchange-traded funds are sold by prospectus. This is not a solicitation or offer for any specific security. The results portrayed are net of investment advisory fees. A fee of 1.0% per annum was used to calculate the net of fees results. The fee schedule is in Part 2A Form ADV. W/ETF

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