Strategy Templates

Capital preservation with modest income generation. Suitable for near-retirement or low-risk-tolerance clients.

Emphasizes high-quality fixed income with limited equity exposure. Designed to generate stable income while protecting principal against significant drawdowns.

Classic 60/40 adapted for modern markets with an alternatives sleeve.

A modernized balanced portfolio that maintains the core 60/40 framework while adding a small alternatives sleeve for diversification. Targets long-term real returns of 5–6% annually.

Maximum equity exposure for long-horizon clients comfortable with short-term volatility.

High equity allocation targeting long-term capital appreciation. Clients should expect 30–40% drawdowns in severe downturns and should have a 10+ year horizon.

Risk-parity inspired portfolio designed to perform across all economic environments.

Inspired by Bridgewater's All-Weather framework. Heavy fixed income and alternatives provide ballast during equity drawdowns, while the equity sleeve captures growth in risk-on environments.

Evidence-based equity tilt toward value and small-cap factors with international diversification.

Overweights value, small-cap, and international equities based on academic factor research. Higher expected return premium over time, with somewhat higher tracking error vs. a cap-weighted benchmark.