Since we re-balance all TRAILS™ portfolios in February, it makes sense to switch this fund at the same time.
Click below to download the in-depth guide to the rationale for recommendations and FAQs. You can also download the TRAILS™ National Parks document showing all risk profiles and a Performance Analysis of all TRAILS™ portfolios over the last 22 years.
Should you wish to discuss your risk profile and/or change risk profiles, please contact us.
1. If you and your spouse use the same email address, please complete and submit the form twice with each person’s first and last name.
2. After pressing submit, you will be sent an email confirming your acceptance.
3. Should you wish to change TRAILS™ portfolio (to one higher or lower risk), you can absolutely do this and there is no charge. Please contact us to discuss.
Please feel free to call or email us if you have any questions.