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Balanced Core Portfolio

Capstone's Balance Core strategy has been created for the investor who seeks growth over time and also desires current income. The strategy utilizes large cap growth oriented stocks and U.S. domestic, investment grade, primarily intermediate-duration bonds.  The allocation ranges between 40% and 60% stocks and bonds based on our outlook for opportunity in the markets. Controlling for risk is a significant part of our allocation decision and we can customize allocations to fit client needs.