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Important Documentation

H&A Investment Strategies: Moderate

The Moderate Investment Strategy seeks real growth in assets, with the secondary goal of providing current income and managing volatility.


H&A Investment Strategies: Equity Plus

The Equity Plus Investment Strategy seeks capital appreciation via investing primarily within a portfolio of stocks.


H&A Investment Strategies: All Equity

The All Equity Investment Strategy is an aggressive growth strategy that seeks capital appreciation and wealth growth via investment within a portfolio of stocks.


H&A Investment Strategies: Cash Alternative Strategy

The Cash Alternatives Strategy seeks to maximize current income while reducing the interest rate risk within a diversified portfolio of bonds with an average credit quality of investment grade.


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