LifeStage Portfolios

Netherby LifeStage Portfolios

Netherby LifeStage Portfolios are designed to serve as core holdings and are available in 7 risk/return grades ranging across the risk tolerance spectrum. Each LifeStage Portfolios is comprised of 5-8 underlying mutual funds that are expected to offer, in combination, the desired balance between risk and reward potential.

The equity portfolios offer higher allocations toward small and value stocks and are globally diversified. Global diversification is achieved with investments in both international and emerging market mutual funds.