Pre-Set Allocations2020-11-18T15:38:04+00:00

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Pre-Set Allocations

Opportunistic Models

The Opportunistic Models are four, pre-set tactical allocations comprised of our individual stock, international, and fixed income portfolios. Models from Moderate Conservative to Aggressive Growth provide an investment solution for a variety of client needs.

Strategic Models

The Strategic Models are four, pre-set, passive allocations comprised of our ETF portfolios. Models from Moderate Conservative to Aggressive Growth provide an investment solution for a variety of client needs.