Custom Core Portfolios

Designed forĀ investors who desire a customized “core” stock and bond portfolio which is usually complemented by one of our alternative portfolios:

  • Stock and bond strategic allocations are customized to the meet the risk and return objectives of the client
  • Typically 10-25 long positions (no shorting or leverage)
  • Low-turnover strategy that is suitable for either taxable accounts or tax-qualified accounts, such as IRAs
  • Benchmark index is typically a target date index fund (Vanguard, Fidelity, or Blackrock)
  • Portfolios are tactically managed relative to the benchmark index
  • Return objective is to outperform the benchmark index by more than the .50% fee over the long term