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Portfolios

Your HSA is not subject to minimum investment requirements.

Our model portfolios invest in a diverse mix of asset classes (e.g., U.S. large cap stocks, international stocks, short term bonds, etc.) that are proportionately weighted according to the investor’s age, risk tolerance, time horizon and investment objectives.

KFG’s Investment Planning Committee selects specific mutual funds to be held within the portfolios. Funds are selected based on a variety of screening criteria and reviewed on a monthly basis. The portfolios range from conservative (least risk) to aggressive (most risk).

Least Risk KFG Core Income
 View snapshot. (PDF)
  KFG Core Moderate Growth & Income
 View snapshot. (PDF)
  KFG Core Growth & Income
 View snapshot. (PDF)
  KFG Core Growth  View snapshot. (PDF)
Most Risk KFG Core Aggressive Growth  View snapshot. (PDF)

Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC, Advisory services offered through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Securities licensed in: AZ, AR, CA, FL, GA, ID, IL, IN, KY, LA, MI, MN, MO, NC, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA and WI. IMPORTANT INFORMATION ABOUT INVESTMENTS: (1) THEY ARE NOT FDIC INSURED NOR ARE THEY INSURED BY ANY FEDERAL AGENCY, (2) THIS IS NOT A BANK DEPOSIT AND THERE IS NO BANK GUARANTEE, AND (3) THEY MAY LOSE VALUE.