Proprietary Model Investment Portfolios

As a subscriber to this service, you receive quarterly written market commentaries and any changes to our model asset allocation portfolios.

We provide model portfolios for three different goal-based portfolios: Income-Seeking, All-Weather, and Capital Appreciation.  We employ both a top-down as well as bottom-up methodology to arrive at our recommendations.

We recommend three different sets of implementation vehicles: Exchange Traded Funds, Index Funds, and Actively Managed Mutual Funds. 

Please contact us for further information or click on the links below.

 

Service: Model_Portfolio_Overview

 

Sample Models: Model_Graphic_Summaries