Another sketch for the archives from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog.
Scott Ronalds
Former Head of Communications
Active Conservative Fund
Global diversification with a tilt towards bonds
Active Balanced Fund
A balanced global mix of stocks and bonds
Active Growth Fund
A growth-focused global mix, heavily weighted toward stocks
Savings Fund
A place to park your money
Income Fund
A steady source of income
Founders Fund
A balanced mix of stocks and bonds
Builders Fund
A one-stop solution for growth-oriented investors
Equity Fund
North American-focused stocks to grow your wealth
Global Equity Fund
The scope to go anywhere in the world
Small-Cap Equity Fund
Small companies with big potential
Global Small-Cap Equity Fund
Global small companies with big potential
Global High Income Fund
Macro-focused, globally diversified equity income. Coming soon
Active Equity Fund
All-stock exposure, anywhere in the world. Coming soon
Longevity Pension Fund
Built to turn retirement savings into income for life. Coming soon
