Balanced Portfolio

AAMA’s Balanced Portfolio is designed to provide a combination of long-term appreciation of capital and interest income through investments in mutual funds that invest in domestic stocks and bonds. Fifty percent of portfolio assets are invested in a selection of growth mutual funds which reflect the growth portfolio strategies, with the remaining assets being invested in fixed income or money market funds.

Investors in AAMA’s Balanced Portfolio desire growth and income, reduced volatility compared to the stock market and have a moderate time horizon.