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178 model portfolios
Latest Trade Date
Model Family
Objective
Underlying Investment Vehicle(s)†

Trading Frequency††

Latest Trade Date
Objective

Core models for investors across a full risk spectrum

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

6/06/24

Objective

Core models for investors across a full risk spectrum.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

Objective

Models for investors who are focused on growth and income.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

10/30/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

7/23/24

Objective

Models for investors who are focused on growth and income.

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

10/30/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

7/23/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tactical (>8x per year)

Trade Date

1/15/25

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tactical (>8x per year)

Trade Date

1/15/25

Objective

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

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

6/06/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

6/06/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/15/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/15/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Strategic (1x per year)

Trade Date

6/06/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Strategic (1x per year)

Trade Date

7/20/23

Objective

Models for investors with a long-term mindset.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Strategic (1x per year)

Trade Date

1/25/24

Objective

Models for investors with a long-term mindset.

Underlying Investment Vehicle(s)†

MFs

Trading Frequency††

Strategic (1x per year)

Trade Date

1/25/24

Objective

Models that capture uncorrelated sources of portfolio returns.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Tax-Aware (2-4x per year)

Trade Date

6/06/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

6/06/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

12/18/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs & MFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

12/18/24

Objective

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

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

Objective

Models built using investments from multiple managers.

Underlying Investment Vehicle(s)†

ETFs

Trading Frequency††

Dynamic (4-6x per year)

Trade Date

11/08/24

EXPLORE MODEL PORTFOLIOS

Find and compare model portfolios

Log in to Model Evaluator to explore and compare model portfolios across common categories like growth, income, tax-aware, sustainable and more.