Our

Core Portfolios

Core

Aggressive Growth

​Our Aggressive Growth Asset Allocation Portfolio is designed for investors with an Moderate-Aggressive risk tolerance and a longer term time horizon. The Goal of the Aggressive Growth Portfolio is to aggressively seek long-term gains and wealth accumulation.

 

STEP 1: Strategic Allocation

Starting Allocation (Strategic Allocation)

Stocks 80% - Blue

Diversifiers 10% - Purple

Bonds 10% - White

Cash 0%

STEP 2:  Tactical Allocation

Tactically Allocate the model based on market forecasts.  We use computer models and insight to decide on whether to overweight, neutral weight or underweight investment types.  The models are run using weekly investment data and are continuously changed and improved to adjust to the current market.

 

STEP 3:  Selection of Underlying Securities

We select the basket of securities to make up the optimal asset allocation for the portfolio.  We select from over 4,000 mutual funds, which gives exposure to various markets & investment types.  Mutual funds are selected and reviewed quarterly using a screening process based on factors such as management fees, management tenure, and risk adjusted performance. 

 

STEP 4: Activily Monitor & Strategically Update Portfolio

We use real-time risk monitoring to verify that the selected securities and weightings in the portfolio are achieving their risk / return objectives.

Core Growth

​Our Growth Asset Allocation Portfolio is designed for investors with an average risk tolerance and a longer term time horizon. The Goal of the Growth Portfolio is to seek long-term gains and wealth accumulation.

 

STEP 1: Strategic Allocation

Starting Allocation (Strategic Allocation)

Stocks 60% - Blue

Diversifiers 20% - Purple

Bonds 20% - White

Cash 0%

STEP 2:  Tactical Allocation

Tactically Allocate the model based on market forecasts.  We use computer models and insight to decide on whether to overweight, neutral weight or underweight investment types.  The models are run using weekly investment data and are continuously changed and improved to adjust to the current market.

 

STEP 3:  Selection of Underlying Securities

We select the basket of securities to make up the optimal asset allocation for the portfolio.  We select from over 4,000 mutual funds, which gives exposure to various markets & investment types.  Mutual funds are selected and reviewed quarterly using a screening process based on factors such as management fees, management tenure, and risk adjusted performance. 

 

STEP 4: Activily Monitor & Strategically Update Portfolio

We use real-time risk monitoring to verify that the selected securities and weightings in the portfolio are achieving their risk / return objectives.

Core Balanced

Our Balanced Asset Allocation Portfolio is designed for investors with a moderate risk tolerance. The Goal of the Balanced Portfolio is to provide current income while also seeking long-term growth.

 

STEP 1: Strategic Allocation

Starting Allocation (Strategic Allocation)

Stocks 40%

Diversifiers 20%

Bonds 40%

Cash 0%

STEP 2:  Tactical Allocation

Tactically Allocate the model based on market forecasts.  We use computer models and insight to decide on whether to overweight, neutral weight or underweight investment types.  The models are run using weekly investment data and are continuously changed and improved to adjust to the current market.

 

STEP 3:  Selection of Underlying Securities

We select the basket of securities to make up the optimal asset allocation for the portfolio.  We select from over 4,000 mutual funds, which gives exposure to various markets & investment types.  Mutual funds are selected and reviewed quarterly using a screening process based on factors such as management fees, management tenure, and risk adjusted performance. 

 

STEP 4: Actively Monitor & Strategically Update Portfolio

We use real-time risk monitoring to verify that the selected securities and weightings in the portfolio are achieving their risk / return objectives.

Core Conservative

Our Conservative Asset Allocation Portfolio is designed for investors with a lower risk tolerance.  The Goal of the Conservative Portfolio is to protect the principle while trying to steadily gain income on the portfolio.

 

STEP 1: Strategic Allocation

Starting Allocation (Strategic Allocation)

Stocks 20%

Diversifiers 20%

Bonds 60%

Cash 0%

STEP 2:  Tactical Allocation

Tactically Allocate the model based on market forecasts.  We use computer models and insight to decide on whether to overweight, neutral weight or underweight investment types.  The models are run using weekly investment data and are continuously changed and improved to adjust to the current market.

 

STEP 3:  Selection of Underlying Securities

We select the basket of securities to make up the optimal asset allocation for the portfolio.  We select from over 4,000 mutual funds, which gives exposure to various markets & investment types.  Mutual funds are selected and reviewed quarterly using a screening process based on factors such as management fees, management tenure, and risk adjusted performance. 

 

STEP 4: Actively Monitor & Strategically Update Portfolio

We use real-time risk monitoring to verify that the selected securities and weightings in the portfolio are achieving their risk / return objectives.