HomeMy WebLinkAboutSTI Capital Management Investment Objective Form -1998 07 15
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STI
Capital
Management
INVESTMENT OBJECTIVE FORM
Account Name:
City of Winter Springs ]) 8 PP
Account # S~f 9 7c1~1
To meet the objectives of the plan participants, STI Capital Management requires the direction of the plan's fiduciary.
Selection of an investment objective - High Growth, Moderate Growth, High Income, or Principal Preservation - will
enable STI Capital Management to invest the plans assets in a manner suitable to the participant's long-term objective.
Please check one of the following boxes:
Higher
Higher
~
STOCKS
BONDS
TOTAL
70%
30%
100%
Aggressive
75-95% Equity / 5-25% Fixed Income
STOCKS
~ High Grade
c: Equity 20%
.... Balanced '"t:l High Grade
Z 0
-
11) 50-70% Equity / 25-50% Fixed Income ~ Equity Income 20%
~ ::s
- Small Caps 25%
~ a
.... D :;tl Mid Caps 25%
c:
11) 1;;' International 10%
....
0 ~ TOTAL STOCKS 100%
0..
Conservative
15-30% Equity / 70-85% Fixed Income BONDS
D High Grade
Bonds 100%
Principal Preservation
100% Stable Asset Fund and/or Cash Equivalent
Lower Lower
.Exact asset allocation percentages are determined by the STI Capital Management Investment Policy Committee .and are reviewed at least quarterly.
The STI Classic Funds are the investment vehicles utilized in the above investment objectives. STI Capital Management
reserves the right to adjust the allocation periodically and to introduce additional STI Classic Funds to the overall asset
mix to achieve. the above stated objective. This objective remains in effect until changed by written agreement.
~eJW/eI!J 1#~
Authorized Signature
j-{:;-Cj?:
Date
7/1<) I ? t
Date
S
Investments in the STl Classic Funds are not deposits or obligations oj. or guaranteed by, SunTrust Banks, Inc. or any of its affiliates and are not insured
by the FDIC or any government agency. Investments in mutualfunds involve investment risks, including possible loss of principal. ~
(White) Plan Sponsor
(Yellow) Administrative Officer
(Pink) Investment Officer
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