Start exploring featured model portfolios by common client goals.
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Trading Frequency††
Core models for investors across a full risk spectrum
ETFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24
Core models for investors in taxable accounts across a full risk spectrum.
ETFs
Trading Frequency††
Tax-Aware (2-4x per year)
6/06/24
Core models for investors across a full risk spectrum.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24
Models for investors who are focused on growth and income.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
10/30/24
Models for investors in taxable accounts who are focused on growth and income.
ETFs & MFs
Trading Frequency††
Tax-Aware (2-4x per year)
7/23/24
Models for investors who are focused on growth and income.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
10/30/24
Models for investors in taxable accounts who are focused on growth and income.
ETFs & MFs
Trading Frequency††
Tax-Aware (2-4x per year)
7/23/24
Models for active investors combining team-affiliated alpha funds, with factor and index products from multiple managers, traded monthly.
ETFs & MFs
Trading Frequency††
Tactical (>8x per year)
1/15/25
Models for active investors in taxable accounts combining team-affiliated alpha funds, with factor and index products from multiple managers, traded monthly.
ETFs & MFs
Trading Frequency††
Tactical (>8x per year)
1/15/25
Models built for high-net-worth clients, featuring exposure to individual stocks and bonds through SMAs paired with ETFs.
ETFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24
Models built for high-net-worth clients, featuring exposure to individual stocks and municipal bonds through SMAs paired with ETFs.
ETFs
Trading Frequency††
Tax-Aware (2-4x per year)
6/06/24
Core models for investors across a full risk spectrum with alternatives.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24
Core models for investors in taxable accounts across a full risk spectrum.
ETFs & MFs
Trading Frequency††
Tax-Aware (2-4x per year)
6/06/24
ETF and MF model with alts rebalanced on a quarterly basis (TAWA custom)
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24
Models designed to generate a target level of income with an eye on managing risk.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
11/15/24
Models designed to generate a target level of income with an eye on managing risk.
ETFs
Trading Frequency††
Dynamic (4-6x per year)
11/15/24
Model that offers exposure to liquid alternatives with an opportunistic focus and is intended to be paired with a traditional stock/bond portfolio.
ETFs & MFs
Trading Frequency††
Strategic (1x per year)
6/06/24
Model that offers exposure to liquid alternatives with a diversification focus and is intended to be paired with a traditional stock/bond portfolio.
ETFs & MFs
Trading Frequency††
Strategic (1x per year)
7/20/23
Models for investors with a long-term mindset.
ETFs
Trading Frequency††
Strategic (1x per year)
1/25/24
Models for investors with a long-term mindset.
MFs
Trading Frequency††
Strategic (1x per year)
1/25/24
Models that capture uncorrelated sources of portfolio returns.
ETFs
Trading Frequency††
Tax-Aware (2-4x per year)
6/06/24
Model portfolios utilizing inputs specific to women investors, including longevity, income and earnings gaps.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
6/06/24
Models for active investors combining team-affiliated alpha funds, with factor and index products from multiple managers, traded quarterly.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
12/18/24
Models for active investors in taxable accounts combining team-affiliated alpha funds, with factor and index products from multiple managers, traded quarterly.
ETFs & MFs
Trading Frequency††
Dynamic (4-6x per year)
12/18/24
Models that offer exposure to companies that exhibit favorable environmental, social and governance (ESG) practices.
ETFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24
Models built using investments from multiple managers.
ETFs
Trading Frequency††
Dynamic (4-6x per year)
11/08/24