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My Medina Family Trust Christine Medina
Investment Model Portfolios

Christine Medina. Medina Family Trust Fund

Investment options of My Medina Family Trust Christine Medina

Total Available Funds: 3
Asset Class Ticker Description
Others
ROOT CASH Cash
ROOT NDAQ Cash
ROOT WFC Wells Fargo allegis retirement group 02

Investment model portfolios

We provide two types of investment model portfolios for My Medina Family Trust Christine Medina participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.