Model Portfolios

Review our model portfolios for current examples of investments we use in portfolios of various goals.

All model portfolios are set up with a specific goal and client profile. These portfolios generally represent the investments currently used in accounts of clients with similar goals. Model portfolios are actively-managed.

Notes: Each model portfolio is used to track performance of a hypothetical investor with specific investment goals. They are managed similarly to a real account, however they do not use real cash and have no value. A client with similar objectives should expect to see similar holdings.