Asset Allocation Models: Building Your Portfolio
Tailoring your investment portfolio to match your financial goals and risk tolerance can be challenging. The Pacific Advisors Funds in Focus worksheet can help guide you and your financial professional in creating the right mix of Pacific Advisors Funds to meet your long-term objective.
Use the Pacific Advisors Funds in Focus as a guide to better understand:
- Your risk tolerance and investment objective
- The distinct role played by each member of the Pacific Advisors Funds family
- How Pacific Advisors Funds may be used to create a variety of portfolio types
For detailed information on each of the Pacific Advisors Funds:
Shares of the Pacific Advisors Funds (the “Funds”) are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks including the possible loss of the principal amount invested. For more information on the Funds, including objectives, risks, charges and expenses, please download the prospectus
or call (800) 989-6693 to request a copy. Please read the prospectus carefully and consider the investment objectives, risks, charges, and expenses before investing. Pacific Advisors Funds are distributed by Pacific Global Fund Distributors, Inc. 101 N. Brand Blvd., Suite 1950, Glendale, CA 91203.
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