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Description

Strategic Stock & Bond Management (“SSBM”) is an investment program in which individual stocks and bonds are used to construct client portfolios. Clients may choose one of five strategies designed to provide varying degrees of return and risk. Praxis’ staff is available to discuss the suitability of a given strategy with clients. Clients may use their own asset custodian or one suggested by Praxis, and Praxis will not hold client assets. Minimum account size is $250,000, but Praxis may accept accounts less than $250,000 in Praxis’ sole discretion.

The following Strategic Stock & Bond Management account strategies are available:

Strategy Maximum equity exposure (%)
Capital Appreciation 100
Global Growth 100
Balanced 75
Income 100