Model portfolios you can make your own

Core models for investors across a full risk spectrum

Core models for investors in taxable accounts across a full risk spectrum.

Models for active investors combining team-affiliated alpha funds, with factor and index products from multiple managers, traded monthly.

Models for active investors in taxable accounts combining team-affiliated alpha funds, with factor and index products from multiple managers, traded monthly.

Models for investors who are focused on growth and income.

Models for investors in taxable accounts who are focused on growth and income.

Models built using investments from multiple managers.

Core models for investors across a full risk spectrum with alternatives.

Core models for investors in taxable accounts across a full risk spectrum.

Models that offer exposure to companies that exhibit favorable environmental, social and governance (ESG) practices.

Core models for investors across a full risk spectrum.

ETF and MF model with alts rebalanced on a quarterly basis (TAWA custom)

Models built for high-net-worth clients, featuring exposure to individual stocks and bonds through SMAs paired with ETFs.

Models built for high-net-worth clients, featuring exposure to individual stocks and municipal bonds through SMAs paired with ETFs.

Models designed to generate a target level of income with an eye on managing risk.

Models designed to generate a target level of income with an eye on managing risk.

Models for active investors combining team-affiliated alpha funds, with factor and index products from multiple managers, traded quarterly.

Models for active investors in taxable accounts combining team-affiliated alpha funds, with factor and index products from multiple managers, traded quarterly.

Models for investors with a long-term mindset.

Models for investors with a long-term mindset.

Models for investors who are focused on growth and income.

Models for investors in taxable accounts who are focused on growth and income.

Model that offers exposure to liquid alternatives with an opportunistic focus and is intended to be paired with a traditional stock/bond portfolio.

Model that offers exposure to liquid alternatives with a diversification focus and is intended to be paired with a traditional stock/bond portfolio.

Models that capture uncorrelated sources of portfolio returns.

Model portfolios utilizing inputs specific to women investors, including longevity, income and earnings gaps.