Target Allocation Portfolio

Target Allocation Portfolio, TAP, is a fee-based, discretionary, advisory account that includes a portfolio of no-load and load-waived non-proprietary mutual funds, professionally managed by a Sterne Agee Portfolio Manager. There are five allocation models in the TAP program, each representing a different client risk profile (aggressive growth, moderate growth, balanced, income and growth, and income). Each model employs a strategic and tactical allocation of mutual funds, carefully screened and selected by our Portfolio Manager. We are not limited to any specific or "in-house" family of funds, but rather choose the funds through a macro-economic, forward-looking fundamental and technical investment process.

We monitor the performance and the asset allocation of funds and when fund performance, market conditions, or events change, we adjust the portfolio to ensure that the model’s goals remain intact. The minimum account size is $50,000.