Strategist Model Portfolios

Our model portfolios employ sophisticated asset allocation strategies for diverse client needs, allowing you to spend more time on your business.

Why Choose Us

You will access the expertise of our independent asset class investment teams, brought together in portfolios constructed by our multi-asset specialists.

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Scale Your Practice

Spend your valuable time forming deep relationships with clients and taking your practice to the next level.

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Access Diversified, Cost-Effective Solutions

Tap into leading investment strategies, while also gaining access to our portfolio construction and manager selection expertise.

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Gain Exclusive Insights and Support

Benefit from consultative relationships, market insights and practice management tools delivered with turnkey investment solutions.

Explore our Strategist Models

Choose from a variety of target risk models to suit client preferences or select specialty models that can complete or complement the objectives of an existing portfolio.

Target Risk
Specialty Objective
Income
Growth

ETF & Mutual Fund Model

All Mutual Fund Model

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Disclosure: Risk-based models are strategically managed based on capital market views and re-balanced to updated strategic targets. The information presented herein is for illustrative purposes only, and is not intended as a means of solicitation or advertisement of a specific product.
Diversified International Exposure
Adaptive U.S. Equity Exposure
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Solve for Home-Country Bias in a Portfolio

International Model Blend

Broad-based exposure to international equities and fixed income.

International Model Equity

Broad-based exposure to international equities.

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Pursue Optimal Exposure to Factors at a Low Cost

U.S. Equity Factor Rotation Model

Systematically allocate to five single-factor ETFs, with rotation across the factors informed by leading economic indicators and the global risk appetite.

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Disclosure: The information presented herein is for illustrative purposes only, and is not intended as a means of solicitation or advertisement of a specific product.

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