Stocks and Bonds
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: