Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolios are designed to generate current income, with some consideration given to growth of capital. The more aggressive portfolios are predominantly focused on growth of capital. In all instances, the model portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.
Pick Your Portfolio
Six strategic portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.
Current holdings can be found in the Target Allocations file under Quick Links.