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U.S. Core Portfolio

For those who want a portfolio that can move in tandem with the most popular market indexes such as the S&P 500 this style is often a favorite. The portfolio consists of US CORE holdings, companies that are often part of our everyday life. These companies represent some of the most common household names. The US CORE portfolio can be allocated into a wide range of risk categories to be suitable for Ultra Aggressive to Conservative investors alike.

US Core Allocation Portfolios are managed on the belief that asset allocation is the primary driver of performance over the long term. The primary focus in on US equity and bond markets.

Market Exposure: Exposure to risk assets and conservative assets remains relatively static over time.

Considerations: Core allocation portfolios may have the highest sensitivity to market swings, without additional tactical/active management to support challenging markets.

Portfolios Available:
⦁ Ultra-Aggressive
⦁ Aggressive
⦁ Moderately Aggressive*
⦁ Moderate*
⦁ Moderately Conservative*
⦁ Conservative* 

* Tax Sensitive portfolios available. Tax Sensitive portfolios focus on municipal bond exposure for the bond’s allocation.