675 North Barker Road
ObjectivesUS 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.
Click to see full image