
ACT TWO INVESTORS
TYPES OF
ACCOUNTS
EQUITY ACCOUNTS
May be 100% invested in equities, equity mutual funds and/or ETFs
BALANCED ACCOUNTS
May be invested in a set percentage of equities, equity mutual funds and/or equity ETFs with the balance invested in fixed income investments and cash equivalents.
Equity accounts come in three varieties:
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Individual equities only
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Mixed portfolio of individual equities, mutual funds and ETFs
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Mutual funds and ETFs only
Find out more CONTACT Jeffrey Scharf