The key variables in our matrix of portfolio options are portfolio minimum and risk tolerance. We have 3 different portfolio series with ascending minimums ($5,500, $250,000, and $750,000). Each portfolio series has strategies ranging from Capital Preservation to Aggressive. We also have a more customizable High Net Worth Series, ideal for portfolios over $1M, and a Retirement Income Series designed more for the objective of generating current income.
Advisors combine fixed income and equity sleeves in varying proportions to align with each client’s retirement income needs, tax situation, and risk tolerance.
To confirm your understanding of your client’s risk score or to gain a clearer picture of their score and the portfolio options available please complete the form below.
PORTFOLIOS
Download the latest portfolio fact sheets for a quick overview of objectives, allocations, and key highlights.
Common questions about portfolio minimums, customization, communications, trading updates, lending, and tax management.
