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Mar 9, 2007 5:09 am

tmpresentsinc

Joined: 2007-03-08Offline

Anyone use their “Wealth Strategy” portfolios? Been an easy sell forme with customers with cds comingdue  wealth preservation very conservative greatback tested results.

Mar 9, 2007 6:04 am

AllREIT

Joined: 2006-12-16Offline

[quote=tmpresentsinc]Anyone use their “Wealth Strategy” portfolios?
Been an easy sell forme with customers with cds comingdue  wealth
preservation very conservative greatback tested results.
[/quote]



Yes, defined portfolio’s type funds are an easy sell, but why pay AB to run a 25/75 portfolio for you?