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Balanced Risk Strategy Overview

Underlying Economic Assumptions

For the Balanced Risk strategy, we offer three primary portfolio configurations to meet the diverse risk tolerance and time horizon needs of our clients:

Performance Numbers: Best, Worst, and Average 12-Month Returns

a  Comments/Disclosures on Performance Numbers:

Past performance is no guarantee of future results. It should not be assumed that investment decisions made in the future will be profitable or will equal the performance of the portfolios shown above.

ª Performance numbers for the Balanced Risk Max portfolio prior to 11/2019, and Balanced Risk Plus and Balanced Risk Basic portfolios prior to 4/2015, are back-tested and do not represent the actual performance of portfolios managed by Radius.

All performance numbers include dividends and capital gains and are reported net of all transaction costs and management fees.


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