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Middleburg Wealth Management Investment Models

Conservative Growth Model

This investment strategy seeks to provide portfolio growth with current income by investing in a combination of both equity and fixed-income securities in similar weights. This strategy is designed for investors who desire capital appreciation balanced with income and portfolio stability. The equity portion of the portfolio is diversified globally with allocations to U.S. equities, including growth and value styles for both large and small cap, international equity securities, including emerging markets, and real estate. The fixed income portion of the portfolio is allocated to intermediate-and short-term fixed income securities, which can include government and corporate bonds.

Conservative Model

This investment strategy seeks to provide portfolio stability and current income with modest portfolio appreciation by investing primarily in fixed-income securities. This strategy is designed for investors with a need for regular income in the form of dividends and interest, as well as some desire for modest growth from the equity portion of their portfolio. The equity portion of the portfolio is diversified globally with allocations to U.S. equities, including growth and value styles for both large and small cap, international equity securities, including emerging markets, and real estate. The fixed income portion of the portfolio is allocated to intermediate-and short-term fixed income securities, which can include government and corporate bonds.

Moderate Growth 70/30

This investment strategy seeks to provide an allocation that is heavily weighted to equity securities with a modest investment in fixed-income securities for portfolio diversification. It is designed for investors with a desire for portfolio appreciation with modest current income as a secondary objective. Investors should have a long-term investment time horizon and be willing to take on risk in pursuit of better returns. The equity portion of the portfolio is diversified globally with allocations to U.S. equities, including growth and value styles for both large and small cap, international equity securities, including emerging markets, and real estate. The fixed income portion of the portfolio is allocated to intermediate-and short-term fixed income securities, which can include government and corporate bonds.

Growth 100 Model

This investment strategy aggressively seeks long-term capital appreciation by investing in a broadly diversified global portfolio. It is designed for investors who want to maximize capital appreciation over a long-term investment horizon, and have the resources to withstand the volatility inherent in equity investing. the strategy does not seek to provide current income. The portfolio is diversified globally with allocations to U.S. equities, including growth and value styles for both large and small cap, international equity securities, including emerging marketing, and real estate.

Growth Model

This investment strategy includes both equity and fixed-income securities, with a greater weighting to equities. It is designed for investors with a need for both portfolio appreciation and current income. Investors would have a mid- to longs-term investment time horizon and be willing to take on some risk in pursuit of better returns. The equity portion of the portfolio is diversified globally with allocations to U.S. equities including growth and value styles for large cap, international equity securities, including emerging markets, and real estate. The fixed income portion of the portfolio is allocated to intermediate-and short-term fixed income securities, which can include government and corporate bonds.

Moderate Growth Model

This investment strategy seeks to provide an allocation that is heavily weighted to equity securities with a modest investment in fixed-income securities for portfolio diversification. It is designed for investors with a desire for portfolio appreciation with modest current income as a secondary objective. Investors should have a long-term investment time horizon and be willing to take on risk in pursuit of better returns. The equity portion of the portfolio is diversified globally with allocation to U.S. equities, including growth and value styles for both large and small cap, international equity securities, including emerging markets, and real estate. The fixed income portion of the portfolio is allocated to intermediate- and short-term fixed income securities, which can include government and corporate bonds.