CORE Model Portfolios
Our suite of institutional-caliber subscription models aims to optimize returns while reducing downside risk.
Our suite of institutional-caliber subscription models aims to optimize returns while reducing downside risk.
This model focuses on strategic capital growth through active asset allocation aligned with the S&P 500, investing in a select group of high-performing stocks within the index and leveraging growth potential while maintaining lower volatility. Additionally, it evaluates global opportunities by incorporating international market sectors to complement domestic holdings.
YTD PORTFOLIO RETURN
as of 3/23/26
YTD PORTFOLIO RETURN
as of 3/23/26
This model focuses on strategic capital growth through active asset allocation aligned with the S&P 500, investing in a select group of high-performing stocks within the index and leveraging growth potential while maintaining lower volatility. Additionally, it evaluates global opportunities by incorporating international market sectors to complement domestic holdings.
The S&P 500 Dividend Model is designed to provide strategic equity exposure through a focused allocation to high-quality, dividend-paying companies within the S&P 500. The strategy is designed to capture returns by emphasizing stocks demonstrating strong performance metrics. With an average of 9-12 trades per year, the model is actively managed to respond to changing market conditions, ensuring adaptability and sustained growth potential.
YTD PORTFOLIO RETURN
as of 3/23/26
YTD PORTFOLIO RETURN
as of 3/23/26
The Core Growth Model is designed for strategic capital growth by utilizing active asset allocation across a wide range of investment classes. This model incorporates funds from 29 different sectors, from conventional equity subdivisions to the more stable sphere of fixed-income assets such as government debt inverse and leveraged debt funds. Additionally, the model extends its reach globally, factoring in international market sectors in conjunction with domestic funds.
The Core Moderate Growth Model is designed for strategic capital growth by utilizing active asset allocation across a wide range of investment classes. This model incorporates funds from 28 different sectors, from conventional equity subdivisions to the more stable sphere of fixed-income assets such as government debt inverse and leveraged debt funds. Additionally, the model extends its reach globally, factoring in international market sectors in conjunction with domestic funds.
YTD PORTFOLIO RETURN
as of 3/23/2026
YTD PORTFOLIO RETURN
as of 3/23/26
The Core Income Model is designed for investors seeking stability and consistent income rather than aggressive growth. The strategy focuses on generating reliable returns through a diversified allocation across 42 income-oriented funds, including short-term government, municipal, and corporate bonds, as well as global, high-yield, and convertible bond strategies.