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Retirement Portfolios

Baker Boyer’s investment portfolios are designed to help our retirement plan participants meet financial goals in retirement.

Investment portfolios offer plan participants:

  • Broad diversification
  • Low turnover
  • Automatic rebalancing
  • Professional management
  • Simplified investment decisions

Five model portfolio options have been constructed for varying levels of risk tolerance. 

Retirement Model Portfolios

Click on the links below to learn more about each model portfolio.

Income Preservation Model

Income Growth Model

Core Balanced Model

Growth Model

Aggressive Growth Model