GWMG Genesis Portfolio Model

The GWMG Genesis Portfolio Model has the dual objectives of capital preservation and capital growth.* 
This strategy is for investors with a moderate to growth oriented risk tolerance.

Following our Advance & Protect process, with its underlying framework of capital preservation, this portfolio's mandate is to provide the potential for capital growth by accessing multiple market sectors and niche opportunities in the equity and fixed income markets on both a domestic and international basis.

*There is no guarantee either objective can be met. The portfolio may lose money. Past performance is no indication or guarantee of future performance. Equity investing involves risk including possible loss of principal. Fixed income values and yields will fall as interest rates rise. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.