Personal Services > Individual Management Accounts

Chosen Structured Portfolios

Can’t predict the future? Most of us cannot.

Picking investments and deciding when to buy and sell is a lot like predicting the future. If you are like most folks, you may be uncomfortable doing this with your serious money. You may be equally uncomfortable relying on someone else to do this for you.

With Chosen Structured Portfolios, the guesswork is taken out of the equation. Each portfolio contains a standard, fixed, optimal, fully-diversified mix of investment options - domestic large, mid, small, and micro-cap stocks; domestic real estate; international and emerging markets stocks; and domestic and foreign bonds. Each investment option represents a stand-alone asset class supported by a single “index-like” mutual fund.

No guesswork here. No buy/sell or timing decisions to make. Each investor is fully invested in the world capital markets. Stocks include some 16,000 companies. Annual account rebalancing keeps each portfolio true to its investment objective. 

Canandaigua National Trust Company offers eight highly-diversified Chosen Structured Portfolios covering the entire reward-risk spectrum and provides flexible investment minimums designed for those with a minimum of $500,000 investable assets:

Chosen Structured Portfolios Risk Spectrum (Aggressive to Conservative)
Chosen 100/0

100% Equities / 0% Bonds

Chosen 80/20

80% Equities / 20% Bonds

Chosen 70/30

70% Equities / 30% Bonds

Chosen 60/40

60% Equities / 40% Bonds

Chosen 50/50

50% Equities / 50% Bonds

Chosen 40/60

40% Equities / 60% Bonds

Chosen 20/80

20% Equities / 80% Bonds

Chosen 0/100

0% Equities / 100% Bonds


For more information, contact Paul today.   

P Tarantino  Paul Tarantino
941.366.7222 ext. 50720
ptarantino@cnbank.com 

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

 

 

 Before investing using mutual funds consider the fund's investment objectives, risks, charges and expenses.  For more complete information, including charges and expenses, contact your financial advisor for a prospectus.  Read the prospectus carefully. 

Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. Investments are not FDIC insured are not deposits or other obligation of or guaranteed by Canandaigua National Trust Company or OBS Financial Services, Inc. are subject to investment risk, including possible loss of the principal amount invested. Past performance does not predict future results. IMPORTANT INFORMATION ABOUT INVESTMENTS: NOT FDIC-INSURED, NO BANK GUARANTEE. MAY LOSE VALUE, NOT A BANK DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

 

 

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida, or OBS Financial Services, Inc., and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.  

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