Funding Your Account

Deposit Your Check with Charles Schwab

For investors who prioritize current income and stability over growth. This approach is well-suited for those who may already be retired or are closer to their retirement years. We focus on lower-risk investments to safeguard your capital while aiming for steady income generation.

---

Moderately Conservative

For investors who seek current income and stability, with a moderate potential for growth. Typically, this strategy suits clients who are nearing retirement and place more emphasis on protecting their investments from significant losses.

---

Moderate

For long-term investors who have less need for immediate income and desire a balanced approach with some growth potential. This strategy may involve some fluctuations in value but generally presents less volatility than the overall equity market.

---

Moderately Aggressive

For long-term investors seeking good growth potential without an immediate need for income. This approach may involve a fair amount of volatility, although it is not as high as a portfolio invested exclusively in equities.

---

Aggressive

For long-term investors with a strong appetite for high growth potential and no immediate need for income. An aggressive strategy offers substantial long-term returns, but it is essential to understand that it may also come with considerable year-to-year fluctuations in value.