Mayo 403b Portfolios
by Jim

Jim Stephan has posted (below) 403b asset allocation models for our Mayo friends/clients as an alternative to paying a fee to Mayo providers.You may adopt my models, call in your allocations shown on my report and you've updated your 403b account. I will update these models periodically so that you can see current reports here on my website. I am offering this service so that you can experience, first hand, the value in using my advisory services. You may someday find additional benefits working with me on your total portfolio, as your trusted advisor! Please call me if you need help!

My portfolio models reports below often show higher returns, lower betas, and higher alpha statistics than many of the suggested models presented to you by Mayo's 403b investment providers.

Furthermore, you may fax me a statement showing your current holdings (or your Mayo provider suggested allocation) and I'll email you back a report analyzing your current 403b holdings for you to compare against my models.

For larger portfolios; overlap & total portfolio studies involving all your assets may be advised. You can call me at 507-287-6160 or email me: jim@jimstephan.com

Mayo 403b Portfolio by Jim Stephan (to retire in 4-8 yrs.): This link brings up my model asset allocation Report (.pdf) for an individual retiring or planning to start income from the portfolio in next 4-8 yrs. Client objective is growth & income with a moderately conservative risk objective.

Mayo 403b Portfolio by Jim Stephan (to retire in 8-13 yrs.): This link brings up my model asset allocation Report (.pdf) for an individual retiring or planning to start income from the portfolio in the next 8-13 yrs. The client objective is growth with a moderate risk objective.

Mayo 403b Portfolio by Jim Stephan (to retire 14 yrs. plus): This link brings up my model asset allocation Report (.pdf) for an individual retiring or planning to start income from the portfolio in 14 + yrs. The client objective is growth with an aggressive risk objective.