Asset Allocation Model Portfolios

For our clients who desire a broadly diversified portfolio structured to meet specific investment objectives, we offer our Asset Allocation Model Portfolios.

  • These five model portfolios are managed by our First American investment professionals, and use mutual funds to accomplish their specific investment objectives.
  • Models range from very conservative to very aggressive asset allocations in terms of the allocation to stocks, and the distribution among large cap, mid cap, small cap and international equities.
  • Overall allocation to stocks and bonds are within ranges for each model, and our investment professionals will move the allocation within those ranges depending on their outlook for the markets.
  • Portfolios are automatically rebalanced each quarter to bring holdings in line with the specified allocation for each objective.

For information on our mutual fund selection and monitoring process please see Mutual Funds.

 

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Quarterly Investment PDF

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