Asset Allocation Strategies

We offer the following multi-asset class strategies:

-Fund Allocation Portfolio – Mutual Fund Models 
-Fund Allocation Portfolio – Exchange Traded Fund Models   
-Sustainable Leaders Models       
-Automated Portfolio Solutions

Our Fund Allocation Portfolios (FAP) are constructed using a combination of mutual funds and exchange-traded funds (ETFs) or entirely of ETFs, dependent upon client circumstances. Broad asset class diversification is obtained through fixed income, equities and alternative investments. These multi-asset class allocations can be combined with our Separate Account Management (SAM) individual stock strategies, including Large Blend, Dividend Income and Sustainable Leaders.

Investment Objectives

Our multi-asset class portfolios are constructed around five risk-based investment objectives. These investment objectives are designed to represent a spectrum of risk/reward opportunities over the long term. Selected asset classes and their respective weights are paired to develop these portfolios.

SUMMARY OF INVESTMENT OBJECTIVESRISK REDUCTIONCAPITAL PRESERVATIONINCOME GENERATIONINFLATION PROTECTIONPRINCIPAL GROWTH
CAPITAL PRESERVATIONXXX
INCOME W/ SOME GROWTHXXXX
BALANCEDXXXX
GROWTH W/ SOME INCOMEXXX
GROWTHXX

Asset Allocation Guidelines

CASHFIXED INCOMEEQUITIESALTERNATIVES
CAPITAL PRESERVATION0%-15%75%-95%0%-15%0%-20%
INCOME W/SOME GROWTH0%-15%60%-80%15%-35%0%-20%
BALANCED0%-10%35%-55%40%-60%0%-20%
GROWTH W/SOME INCOME0%-10%15%-35%60%-80%0%-20%
GROWTH0%-10%0%-15%80%-100%0%-20%