Investment Management

Model Portfolios

Curated low-cost, multi-manager, outcome-oriented ETF model portfolios designed for modern and scalable wealth management.
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Model Topology
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The Target Risk Series

Featuring three model sets, each of which is designed to customize asset allocation based on specific investment goals, while also considering important factors like tax treatment and turnover constraints:

Taxable Model Set

Strategic Model Set

Tactical Model Set

The Model Portfolios

Inside the Target Risk Series are model portfolios—each crafted to address three client positioning criteria: Objective, Risk Tolerance and Tax Considerations:

the-model-portfolios

 

Which Model Portfolio is Right for My Client?

When it comes to picking the perfect portfolio, three things matter most:

1. Objective (client's investment horizon and objective for their age/life stage): grow, preserve or distribute.2. Risk Tolerance (client's tolerance and capacity for volatility and drawdowns): protective (20% equity/80% bonds); conservative (35% equity/65% bonds); balanced (50% equity/50% bonds); mod. aggressive (65% equity/35% bonds); aggressive (80% equity/20% bonds); all equity (100% equity/0% bonds).

3. Tax Considerations (tax structure of client's account): taxable account (accounts that do not have any tax benefits -- taxable and strategic model sets) and qualified accounts (accounts that are generally either tax-deferred or tax-exempt -- tactical and strategic model sets).

Dive into our comprehensive model portfolio offerings designed to support client goals and evolving market conditions.

Explore Models

Unlock the full toolkit—intelligent and comprehensive RIA tech solutions, available in partnership with SS&C Black Diamond® Wealth Solutions.

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Consult with an ALPS Advisors team member to learn how our models can help your clients aim for new heights (and get there).

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