The Expedition
Portfolio Description:
Many people look forward to a retirement soaked in excitement and adventure. You'll find them exploring out of the way places around the world, scaling mountain peaks and trekking in Nepal, skydiving, scuba diving, even planning a summit ascent of Mt. Everest. This type of investor may be comfortable with The Expedition portfolio, our most aggressive investment option.
Performance Objective:
Aggressive Long Term Growth
Risk Profile:
Very Aggressive
Minimum Investment:
$250,000
5 Years Time Horizon Recommended
Many people look forward to a retirement soaked in excitement and adventure. You'll find them exploring out of the way places around the world, scaling mountain peaks and trekking in Nepal, skydiving, scuba diving, even planning a summit ascent of Mt. Everest. This type of investor may be comfortable with The Expedition portfolio, our most aggressive investment option.
Performance Objective:
Aggressive Long Term Growth
Risk Profile:
Very Aggressive
Minimum Investment:
$250,000
5 Years Time Horizon Recommended
Portfolio Composition



