These models are designed to seek alpha across low-cost equity & fixed income ETFs along with an alternative mutual fund sleeve with an asset allocation balance determined in accordance to the client’s investment objectives.
These models are designed to seek alpha across low-cost equity & fixed income ETFs along with an alternative mutual fund sleeve with an asset allocation balance determined in accordance to the client’s investment objectives.
This series of eight individual portfolios across two models is structured to provide constant participation across equity and fixed-income holdings with the inclusion of multiple factor based ETFs that focus on specific drivers of variance wit performance. Strategic rebalancing will be done quarterly unless market conditions prompt additional ad-hoc rebalancing. Asset allocation rebalancing seeks to take advantage of buy-low, sell-high methodology through realignment of position weightings for consistency with model objectives.
Typical # of Holdings: 20-25
Minimum Investment: $25,000
Inception: 04-01-2020
Portfolio Manager: BlackRock®
