Risk Tolerance Level

When it comes to investing, one size doesn’t fit all. At The Gorge Wealth Advisors, we offer five different risk models to match your goals, time horizon, and comfort level.

Conservative
Designed for investors who want to prioritize preservation of wealth and steady income. With 20% in equities and 80% in bonds, this model focuses on dividends and protecting the assets you’ve already built, rather than seeking long-term growth.

Moderately Conservative
A step up from Conservative, this model introduces a bit more growth potential while still emphasizing income and stability. It’s a good fit if you want to capture some long-term gains while maintaining a strong focus on dividends.

Balanced
An equal mix of growth and income, with 50% in equities and 50% in bonds. This model is designed for investors who want the best of both worlds—long-term growth potential alongside a steady stream of dividends.

Moderate Growth
Built for investors who want to lean toward long-term growth while still producing some dividends along the way. With a higher allocation to equities, this model is designed to grow your wealth while offering a measure of income.

Growth
Our most aggressive model, with over 80% in growth-oriented investments. Designed for long-term investors who are comfortable with market swings, this strategy focuses on capital appreciation with little to no emphasis on dividends.

These asset allocation models are provided for educational purposes only.  These models do not constitute investment advice or recommendations.  These asset allocation portfolios were created for hypothetical individuals with different time horizons and risk profiles. Please also note that in applying particular asset allocation models to a participant’s individual situation, participants should consider their other assets, income, and investments (e.g., equity in a home, IRA investments, savings accounts, and interests in other qualified and non-qualified plans) in addition to their interests in the plan.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.