Retirement The Nottingham Way

The first step to taking control of your financial future is crafting a complete plan. Our experienced team combines powerful analytics and sound judgment to help you understand your current portfolio, evaluate your needs, and confidently create a plan to meet your financial goals at any stage in your life. In the beginning, Nottingham will determine your individual risk tolerance, time horizon, liquidity constraints, and unique preferences. After determining these needs, we will prioritize your goals and make a suitable recommendation for one of our Retirement Series Portfolios. Lastly, constant monitoring and quarterly follow-up will help you to continually meet your goals on your path to a comfortable retirement.

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Retirement Builder (Click each portfolio strategy to learn more)

Seeks long term growth of capital. The asset allocation of the Retirement Builder 30 Portfolio will focus on high beta equities and will remain unconstrained for the use of fixed income, and alternatives. This strategy is for those just starting their earning years seeking the most aggressive growth strategy.

Seeks primarily growth of capital and secondly, income generation. The asset allocation of the Retirement Builder 40 Portfolio will focus on market beta equities and the utilization of moderate duration fixed income. This strategy is for those in the middle of their earning years, seeking to grow their nest egg aggressively for retirement.

Seeks primarily income generation and secondly, capital growth. The asset allocation of the Retirement Builder 50 Portfolio will focus on high quality equity and the utilization of moderate duration fixed income. This strategy is for those nearly into retirement seeking mainly growth to peak in their retirement years.

Retirement Protector (Click each portfolio strategy to learn more)

Seeks a high level of current income generation with an added importance placed on safety of principal. The asset allocation of the Retirement Protector 60 Portfolio will utilize low volatility equities and moderate duration fixed income. This strategy is for those immediately after retirement, seeking modest growth while maintaining stability.

Seeks to maximize income over a short time horizon with primary consideration given to safety of principal. The asset allocation of the Retirement Protector 70 Portfolio will utilize low volatility equities and short to moderate duration treasuries/high grade corporate fixed income. This strategy is for those seeking income post-retirement.

Seeks to protect downside risk with the primary objective of safety of principal. The asset allocation of the Retirement Protector 80 Portfolio will utilize high quality/low volatility equities and short duration treasuries/high grade corporate fixed income. This strategy is for those aiming to preserve their net worth, leave a legacy, donation, or bequest.

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