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:

  • Individual equities only

  • Mixed portfolio of individual equities, mutual funds and ETFs

  • Mutual funds and ETFs only

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