We offer customized solutions, which we view as the best approach given the unique circumstances, goals, objectives, time horizons, and risk tolerances of each client. If appropriate, solutions may include our model portfolios:

ETF Model

Objective

Improve the Reward/Risk return profile compared to a buy and hold strategy of the benchmark

Benchmark

S&P 500® Index

Eligible Investments

Any exchange-traded fund (ETF) in addition to cash/equivalent

Capitalization

All Caps

Typical number of investments

Up to about 15

Big Stock Model

Objective

Improve the Reward/Risk return profile compared to a buy and hold strategy of the benchmark

Benchmark

S&P 500® Index

Eligible Investments

Any individual stock in the benchmark, an ETF that represents the benchmark, in addition to cash/equivalent

Capitalization

Large Cap

Typical number of investments

Up to about 25

Anything Model

Objective

Improve the Reward/Risk return profile compared to a buy and hold strategy of the benchmark

Benchmark

S&P 500® Index

Eligible Investments

Any individual stock, bond, or ETF, in addition to cash/equivalent

Capitalization

All Caps

Typical number of investments

Up to about 30

Models: Client investments in model portfolios may not precisely mirror the models due to differences in timing, prices of trades, and weightings of securities holdings.