Return Stacked® Model Portfolios

Model portfolios that unlock diversification.

Turnkey model portfolios customizable to your client's specific risk profile and goals.

Our Solutions

Choose the models that
fit your needs.

Total Portfolio Solutions
  • Globally-diversified portfolios
  • Various base and stack combinations
  • Between 10-15 holdings
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Sleeve-Based Solutions
  • Complements existing portfolio
  • High active share, high impact
  • Between 3-5 holdings
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OCIO Solutions
  • Customizable model portfolios
  • Outsourced investment support
  • Portfolio transition management
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Total Portfolio Solutions

Model Family

Objective

Stack Size

Underlying Investments

Rebalance Frequency

Global asset allocation models for investors across a full risk spectrum

15%

ETFs

Dynamic (4-6x per year)

Domestic 60/40 portfolio with managed futures and systematic macro overlay

60%

ETFs & Mutual Funds

Monthly

Seeks to balance risk across a diversified set of risk premia, including stocks, bonds, and alternatives.

60%

ETFs & Mutual Funds

Quarterly

Seeks to balance risk across economic regimes and asset class exposures.

Variable

ETFs

Dynamic (4-6x per Year)

Sleeve-Based Solutions

Model Family

Objective

Stack Size

Underlying Investments

Rebalance Frequency

Seeks to replicate the Return Stacked® 60/40 portfolio with just three funds.

60%

Mutual Funds

Monthly

Platform Availability

Take Action

Build Your Own

Explore the building blocks that power our model portfolios.  Get to know the Return Stacked® ETFs.

Learn More

Want to dive deeper into our model portfolio solutions?  Schedule a time to talk with us.

Collaborate

Enhance your practice with models customized to your specifications, branded commentary, and individual household proposals.  Learn more about our Shared CIO partnership.

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