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.
PORTFOLIO RETURN
CURRENT VALUE
PORTFOLIO RETURN
CURRENT VALUE
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 CORE Growth Model is built for investors seeking long-term capital appreciation through an actively managed strategy. This model strategically analyzes asset classes across 29 sectors, including over 2,000 mutual funds and ETFs, spanning multiple fund families and market capitalizations.
PORTFOLIO RETURN
CURRENT VALUE
PORTFOLIO RETURN
CURRENT VALUE
The CORE Moderate Growth Model is built for investors seeking long-term capital appreciation through an actively managed strategy. Designed for investors seeking balanced growth with measured risk, this model strategically analyzes across 28 diverse sectors including domestic and international equities, bonds, and alternative investments.
The CORE Moderate Growth Model is designed for investors who prioritize stable returns and income generation. This model selects from 42 diverse fixed-income options including government, municipal, and corporate bonds, plus global and high-yield opportunities.
PORTFOLIO RETURN
CURRENT VALUE