Our Portfolios

Core Portfolios

CORE is an asset allocation program which is managed on a four step investment process.  The goal of the program is to maximize return for a given level of risk.   There are four portfolios designed for different investors' risk tolerance.

  

Core is designed for tax free or tax deferred retirement accounts such as IRA, SEP IRA, Roth IRA, Profit Sharing and Rollover IRA Accounts.  Minimum account is $75,000 Qualified & $100,000 Non-Qualified.  

 

The managers of the program are Scott J. Zollo & Sean P. Collins .  Scott has worked for Accu-Vest Planning, Inc. since 1990.  His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology.  He also is a Charter Financial Analysts (CFA), one of the premier designations in Investment Finance.  Sean has worked for Accu-Vest Planning, Inc. since 2006.  His educational background includes a Bachelors degree in Finance & Economics as well as an MBA in Finance from Niagara University. 

Explorer Portfolios

Our Explorer ETF Portfolios are comprised of carefully selected ETFs combined to allow for a flexible portfolio that is able to take advantage of the current market opportunities.  These portfolios provide our clients with access to a number of different investments.

  

Explorer is designed for tax free or tax deferred retirement accounts such as IRA, SEP IRA, Roth IRA, Profit Sharing and Rollover IRA Accounts.  Minimum account is $25,000.  

 

The managers of the program are Scott J. Zollo & Sean P. Collins .  Scott has worked for Accu-Vest Planning, Inc. since 1990.  His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology.  He also is a Charter Financial Analysts (CFA), one of the premier designations in Investment Finance.  Sean has worked for Accu-Vest Planning, Inc. since 2006.  His educational background includes a Bachelors degree in Finance & Economics as well as an MBA in Finance from Niagara University. 

Growth Portfolios

We aim to deliver a more intelligent and disciplined approach to managing money. As an investor in SEI investment
strategies, you’ll benefit from a well-tested investment process founded on market research, broad diversification and
thoughtful portfolio construction, as well as risk management.

1. Asset allocation: Research shows that this important first step accounts for the majority of the variation in a portfolio’s
return. Working with your advisor, we structure an allocation that you can live with long-term and has the potential to meet your objectives.


2. Portfolio design: We use our research and knowledge of the economic cycle to construct portfolios that we believe should perform consistently across asset classes and geographic regions. Portfolios are adjusted depending on whether the economy is in expansion or recovery, under stress or not.


3. Investment manager selection: SEI is a manager of managers. We do not employ these managers. They are third-party advisors to whom SEI gives specific asset management assignments. They do the actual security selection. Managers are monitored carefully and switched out when necessary to enhance consistency and potentially lower volatility.  Explorer is designed for tax free or tax deferred retirement accounts such as IRA, SEP IRA, Roth IRA, Profit Sharing and Rollover IRA Accounts. 

4. Portfolio construction levels Your portfolios will consist of multiple levels of diversification, designed to optimize return while managing risk.

5. Tax management: Our investment process includes techniques to help you keep more of what you’ve earned. If not managed carefully, taxes can reduce your after-tax return by up to 60%.

6. Risk management: We commit significant resources to monitoring managers. Our own Investment Management Unit employs a team of 100 professionals globally, who average seven years of industry experience, and focus exclusively on research, portfolio strategy and portfolio monitoring.

Minimum Mutual Fund & ETF account is $15,000.  Minimum Separately Managed Account $500,000.  

 

The Model is Sub-Advised by SEI Private Trust Company.

Stability Portfolios

We aim to deliver a more intelligent and disciplined approach to managing money. As an investor in SEI investment strategies, you’ll benefit from a well-tested investment process founded on market research, broad diversification and thoughtful portfolio construction, as well as risk management.

1. Asset allocation: Research shows that this important first step accounts for the majority of the variation in a portfolio’s
return. Working with your advisor, we structure an allocation that you can live with long-term and has the potential to meet your objectives.


2. Portfolio design: We use our research and knowledge of the economic cycle to construct portfolios that we believe should perform consistently across asset classes and geographic regions. Portfolios are adjusted depending on whether the economy is in expansion or recovery, under stress or not.


3. Investment manager selection: SEI is a manager of managers. We do not employ these managers. They are third-party advisors to whom SEI gives specific asset management assignments. They do the actual security selection. Managers are monitored carefully and switched out when necessary to enhance consistency and potentially lower volatility.  Explorer is designed for tax free or tax deferred retirement accounts such as IRA, SEP IRA, Roth IRA, Profit Sharing and Rollover IRA Accounts. 

4. Portfolio construction levels Your portfolios will consist of multiple levels of diversification, designed to optimize return while managing risk.

5. Tax management: Our investment process includes techniques to help you keep more of what you’ve earned. If not managed carefully, taxes can reduce your after-tax return by up to 60%.

6. Risk management: We commit significant resources to monitoring managers. Our own Investment Management Unit employs a team of 100 professionals globally, who average seven years of industry experience, and focus exclusively on research, portfolio strategy and portfolio monitoring.

Minimum Mutual Fund & ETF account is $15,000.  Minimum Separately Managed Account $500,000.  

 

The Model is Sub-Advised by SEI Private Trust Company.

Income Portfolios

We aim to deliver a more intelligent and disciplined approach to managing money. As an investor in SEI investment strategies, you’ll benefit from a well-tested investment process founded on market research, broad diversification and thoughtful portfolio construction, as well as risk management.

1. Asset allocation: Research shows that this important first step accounts for the majority of the variation in a portfolio’s
return. Working with your advisor, we structure an allocation that you can live with long-term and has the potential to meet your objectives.


2. Portfolio design: We use our research and knowledge of the economic cycle to construct portfolios that we believe should perform consistently across asset classes and geographic regions. Portfolios are adjusted depending on whether the economy is in expansion or recovery, under stress or not.


3. Investment manager selection: SEI is a manager of managers. We do not employ these managers. They are third-party advisors to whom SEI gives specific asset management assignments. They do the actual security selection. Managers are monitored carefully and switched out when necessary to enhance consistency and potentially lower volatility.  Explorer is designed for tax free or tax deferred retirement accounts such as IRA, SEP IRA, Roth IRA, Profit Sharing and Rollover IRA Accounts. 

4. Portfolio construction levels Your portfolios will consist of multiple levels of diversification, designed to optimize return while managing risk.

5. Tax management: Our investment process includes techniques to help you keep more of what you’ve earned. If not managed carefully, taxes can reduce your after-tax return by up to 60%.

6. Risk management: We commit significant resources to monitoring managers. Our own Investment Management Unit employs a team of 100 professionals globally, who average seven years of industry experience, and focus exclusively on research, portfolio strategy and portfolio monitoring.

Minimum Mutual Fund & ETF account is $15,000.  Minimum Separately Managed Account $500,000.  

 

The Model is Sub-Advised by SEI Private Trust Company.

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1701 Chili Ave 

Rochester, NY 14624

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Tel: 585-235-3600

Fax: 585-235-3609

Securities offered through Mutual Funds Associates, Inc., Member FINRA & SIPC.
Managed accounts offered by Core Alpha, registered investment advisor with the state of New York. 

Our firm does not render personalized investment advice or services, or effect or attempt to effect any securities transactions with this website.  The purpose of this website is to provide the public with general information about the services offered by our investment management firm.

Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.