Paramount
Four styles — conservative, balanced, growth, and income — built from US stocks, bonds, and cash-like holdings.
Retirement money, a lump sum you can leave for years, or income you want paid out: each one maps to a different mix.
Follow the individual NYSE and NASDAQ names inside that mix with our stock management tools.
You name the date the money is for, pick one of the four styles, then follow it in the client portal.
Name the year you need the money, and whether you want it to grow or to pay income along the way.
You pick conservative, balanced, growth, or income, and you see the share of stocks, bonds, and the fee.
Holdings, cash, and the style you picked show after you sign in. The mix is reviewed when the date or your income changes.