60/40 Strategic Allocation Portfolio


The Trust seeks above-average total return.

Strategy Description

When you invest in the Trust you are purchasing a quality portfolio of attractive common stocks and fixed-income ETFs in one convenient purchase.

The Sponsor believes there are three hallmarks to a successful long-term investment plan—asset allocation, diversification, and rebalancing. The Trust is a unit investment trust that has been developed to address these needs. The Trust invests in a fixed portfolio of common stocks and ETFs which are selected by applying a disciplined investment process. The Trust provides investors with asset allocation, diversification, and an annual rebalancing opportunity through a single investment.



2nd Quarter 2019B

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