ACCOUNT ALLOCATION

Select an Asset Allocation
Asset Allocation Portfolios for the Charitable Economic Opportunities Account range from conservative/income based to aggressive growth.

Investment Style

LARGE GROWTH
Large
Medium
Small
    Value     Blend   Growth

Charitable Equity Opportunities Account (CEO)

Minimum to open: $25,000

Select an Asset Allocation

Asset Allocation Portfolios for the Charitable Economic Opportunities Account range from conservative/income based, to aggressive growth. They are designed to make the process of portfolio diversification easy. We provide the opportunity to benefit from changing market cycles through a higher degree of diversification, which can potentially help reduce overall portfolio risk. Select the sample models below to learn about each one.
  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Income

Risk Level: low to moderate

Investors who choose an income asset allocation model have a low tolerance for risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Balanced

Risk Level: moderate

A Balanced Asset Allocation model strives to take advantage of opportunities in both the bond and stock markets by spreading asset classes proportionally. Investors who choose this model can tolerate a moderate level of risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Growth

Risk Level: moderate to high

Growth Asset Allocation models aim to provide growth that exceeds common benchmarks, such as the S&P 500 or the Russell 2000. People who choose this model are able to tolerate a moderate to high amount of risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Aggressive Growth

Risk Level: high

Aggressive Growth Asset Allocation models strive for superior growth. People who select this model can tolerate high levels of risk in exchange for a potentially better-than-average rate of return. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

+ Overview

Select an Asset Allocation

Asset Allocation Portfolios for the Charitable Economic Opportunities Account range from conservative/income based, to aggressive growth. They are designed to make the process of portfolio diversification easy. We provide the opportunity to benefit from changing market cycles through a higher degree of diversification, which can potentially help reduce overall portfolio risk. Select the sample models below to learn about each one.
+ Income
  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Income

Risk Level: low to moderate

Investors who choose an income asset allocation model have a low tolerance for risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

+ Balanced
  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Balanced

Risk Level: moderate

A Balanced Asset Allocation model strives to take advantage of opportunities in both the bond and stock markets by spreading asset classes proportionally. Investors who choose this model can tolerate a moderate level of risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

+ Growth
  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Growth

Risk Level: moderate to high

Growth Asset Allocation models aim to provide growth that exceeds common benchmarks, such as the S&P 500 or the Russell 2000. People who choose this model are able to tolerate a moderate to high amount of risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

+ Aggressive Growth
  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Aggressive Growth

Risk Level: high

Aggressive Growth Asset Allocation models strive for superior growth. People who select this model can tolerate high levels of risk in exchange for a potentially better-than-average rate of return. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

All models are for educational purposes and should not be considered as a recommendation for your own portfolio. Each clients situation is different based on suitability. Contact your investment management team for details.

Return

ABOVE AVERAGE

Risk Level

AVERAGE

Your Story is Your Legacy

The story that others will tell about you long after you are gone is the greatest legacy that you will leave to your family, to your friends, and to the world. It’s the longest-lasting legacy you will leave to your heirs. What will your story say about you?

Global Advisers Charitable Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1110


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Select an Asset Allocation

Asset Allocation Portfolios for the Charitable Economic Opportunities Account range from conservative/income based, to aggressive growth. They are designed to make the process of portfolio diversification easy. We provide the opportunity to benefit from changing market cycles through a higher degree of diversification, which can potentially help reduce overall portfolio risk. Select the sample models below to learn about each one.

Contact us to learn more.

All models are for educational purposes and should not be considered as a recommendation for your own portfolio. Each clients situation is different based on suitability. Contact your investment management team for details.
  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Income

Risk Level: low to moderate

Investors who choose an income asset allocation model have a low tolerance for risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Balanced

Risk Level: moderate

A Balanced Asset Allocation model strives to take advantage of opportunities in both the bond and stock markets by spreading asset classes proportionally. Investors who choose this model can tolerate a moderate level of risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Growth

Risk Level: moderate to high

Growth Asset Allocation models aim to provide growth that exceeds common benchmarks, such as the S&P 500 or the Russell 2000. People who choose this model are able to tolerate a moderate to high amount of risk. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

  • Bonds and Fixed Income
  • Short-Term
  • Domestic Stocks
  • International Stocks

Aggressive Growth

Risk Level: high

Aggressive Growth Asset Allocation models strive for superior growth. People who select this model can tolerate high levels of risk in exchange for a potentially better-than-average rate of return. Types of investments include:

  • Cash
  • Certificates of Deposit
  • Short-term U.S. Treasuries
  • Money Market Funds
  • Other Cash Equivalents
  • Domestic Stocks
  • International Stocks
  • Bonds and Other Fixed Income Products

Risk Level

AVERAGE

Return

ABOVE AVERAGE

Your Story is Your Legacy

The story that others will tell about you long after you are gone is the greatest legacy that you will leave to your family, to your friends, and to the world. It’s the longest-lasting legacy you will leave to your heirs. What will your story say about you?

Global Advisers Charitable Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1110


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.

2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.

‡ Assumes equal dollar amounts of all securities held within the account between 01/01/2015 and 01/01/2018. Past performance does not indicate future performance or results.