Strategies

YYR

Limited Partnership Fund
90-100% stocks
Restricted Entity, call for further information

EO

Equity Only
0 to 100% Equities
All equity focus with balance in Fixed Income and Cash Equivalents

TV

Traditional Value
0 to 75% Equities - Mix of Equities, Fixed Income, and Cash Equivalents
Allocation dependent on level of stock market and macroeconomic conditions.

EFI

Enhanced Fixed Income
0 to 50% Equities
Balanced in Fixed Income and Cash Equivalents

FI

Fixed Income
100% Fixed Income
Bond Equivalents and Gold/Silver-related Equities

4100 Newport Place Drive, Suite 250, Newport Beach, CA 92660
Phone: 949-251-9333 | Fax: 949-251-9334 | Email: nora@sfpria.com