Small Account Model - Moderate

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CASH

5%

EQUITIES

45%

FIXED INCOME

50%

CURRENT YIELD

0.97%

Small Account Model - Aggressive

CASH

2%

EQUITIES

80%

FIXED INCOME

18%

CURRENT YIELD

1.11%

Growth Funds

CASH

9%

EQUITIES

79%

FIXED INCOME

12%

CURRENT YIELD

1.10%

6040 Funds

CASH

3%

EQUITIES

62%

FIXED INCOME

35%

CURRENT YIELD

2.11%

4060 Funds

CASH

3%

EQUITIES

40%

FIXED INCOME

57%

CURRENT YIELD

2.66%

Income Funds

CASH

4%

EQUITIES

16%

FIXED INCOME

80%

CURRENT YIELD

3.49%

 

Equity Income

CASH

11%

EQUITIES

89%

FIXED INCOME

0%

CURRENT YIELD

2.41%

6040 Equity Income

CASH

3.6%

EQUITIES

63.4%

FIXED INCOME

33%

CURRENT YIELD

3.06%

4060 Equity Income

CASH

7.6%

EQUITIES

49.6%

FIXED INCOME

43.4%

CURRENT YIELD

3.17%

 

These materials have been independently produced by Summit Financial Wealth Advisors.
Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
Intelligent Portfolios™ is an automated investment management service for independent
advisors sponsored by SWIA and available exclusively through independent investment
advisory firms like Summit Financial Wealth Advisors. Summit Financial Wealth Advisors, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles
Schwab & Co., Inc.

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