Legacy Model Portfolios offer investors a long-term and simple, yet effective way of capturing the returns of the capital markets. These models are static in nature and only require trading periodically to rebalance. Below is a list of Legacy Model Portfolios available:
Current List of Legacy Portfolio Models
Equity
- U.S. Equity
- U.S. Equity Income
- Global Equity Income
Fixed Income
- U.S. Fixed Income
- U.S. Enhanced Fixed Income
Unlike other asset management firms that offer balanced portfolios, we have created separate equity and fixed income models to allow investors to select their own desired weights in either asset class. For example, an investor looking for conservative growth portfolio may select to place 60% into U.S. Equity Income and 40% into U.S. Enhanced Fixed Income.
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