x-posted
70 yr old man. Trust was funded last month. Two trustees and an asset management firm control the purse strings. I am consigned to be a bystander though I have been told that my input will be listened to. I am entitled to quarterly income distribution and I can cash out 20% of the trust whenever I want. I have already gotten the "lecture" about fiduciary responsibility to the trust and that those who are inline to inherit the trust when I get whacked the investment strategy must not be harmful to them and the principal must be protected. 800k in the trust. Strategy says "Moderate Growth." Portfolio looks like this:
32.8% Strategic Equities / 18% Intermediate Duration Fund / 17.9% Global Bond Fund / 10.9% International Strategic Equities / 6.1% Tax-Managed International / 5.3% All Market Real Return Portfolio / 4.1% Bond Inflation Strategy / 3.3% International Small Cap / 1.5% Emerging Markets Fund
Without inundating you all with more details does the above look about right? If it was up to me I would bump up the moderate growth strategy about 10% more aggressive. If there is an "official" name for a growth strategy in between moderate and aggressive I could not find one. TIA.
Submitted February 21, 2020 at 06:34PM by fdjadjgowjoejow https://ift.tt/2T66nDn
