Dream Series Portfolios
At Summit Trust, we go beyond the traditional role of helping investors achieve merely their financial objectives. We, and our Independent Trust Consultants, view our relationships with our clients as a partnership aimed at exploring our clients financial concerns, as well as their future dreams, hopes and aspirations.
A great tool for helping our clients fulfill their dreams are the new STAMP Dream Series/Target Date Portfolios. Our Dream Series/TD Portfolios are designed for Dream Achievement purposes!
The Dream Series/TD Portfolios can be used for:
- Purchasing a “dream” retirement home
- Kids or Grandkids College
- Kids or Grandkids “dream” weddings
- Small business start-up money for the person who doesn’t want to “retire” at 65.
- The much talked about, and highly dreamed of “When we retire, we are going to take a trip around the world!”
- That boat you always wanted - the one you want to name Someday No More.
For any dream you have, there is a Dream Series/TD Portfolio that is perfectly timed to help you achieve your dreams!
Dream Series/TD BALANCED INCOME: The Dream Series/TD Balanced Income Portfolio is designed for people who have already reached their Target Date. This is the most conservative of the Dream Series/TD Portfolios. If needed, it can still provide a constant stream of income through fixed income holdings while still growing moderately through equity. All other Dream Series/TD Portfolio allocations eventually mirror the Balanced Income Fund.
Dream Series/TD: 2010 - The Dream Series/TD 2010 Portfolio is designed for people whose dream target date is 2010 and up to 10 years after January of 2010. Over time, this portfolio will slowly change to a more conservative allocation by replacing a portion of equity with fixed income every 5 years. In the year 2010, this portfolio will mirror the current allocation of the Dream Series/TD Balanced Income Portfolio.
Dream Series/TD: 2020 - The Dream Series/TD 2020 Portfolio is designed for people whose dream target date is 2020 and up to 10 years after January of 2020. Over time, this portfolio will slowly change to a more conservative allocation by replacing a portion of equity with fixed income every 5 years. In the year 2020, this portfolio will mirror the current allocation of the Dream Series/TD Balanced Income Portfolio.
Dream Series/TD: 2030 - The Dream Series/TD 2030 Portfolio is designed for people whose dream target date is 2030 and up to 10 years after January of 2030. Over time, this portfolio will slowly change to a more conservative allocation by replacing a portion of equity with fixed income every 5 years. In the year 2030, this portfolio will mirror the current allocation of the Dream Series/TD Balanced Income Portfolio.
Dream Series/TD: 2040 - The Dream Series/TD 2040 Portfolio is designed for people whose dream target date is 2040 and up to 10 years after January of 2040. Over time, this portfolio will slowly change to a more conservative allocation by replacing a portion of equity with fixed income every 5 years. In the year 2040, this portfolio will mirror the current allocation of the Dream Series/TD Balanced Income Portfolio.
Dream Series/TD: 2050 - The Dream Series/TD 2050 Portfolio is designed for people whose dream target date is 2050 and up to 10 years after January of 2050. Over time, this portfolio will slowly change to a more conservative allocation by replacing a portion of equity with fixed income every 5 years. In the year 2050, this portfolio will mirror the current allocation of the Dream Series/TD Balanced Income Portfolio.
For more information on the Dream Series/Target Date Portfolios, contact your Summit Trust Independent Trust Consultant today, or click here for more information.