The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility. (usaa.com)
Financial services firms have also introduced a host of offerings that combine portfolios with in - house advisers — but you'll never meet the adviser face - to - face. (kiplinger.com)
Partial years of withdrawal are recorded if combined portfolio value at any year is not enough to support expected retirement spending at any year. (morganstanley.com)