Portfolio Allocation

Diversify and Reduce Risk
Optimize risk/reward with a diversified investment portfolio that’s customized to help you reach your goals. From monitoring your investment returns to helping you put your money where it counts, we’ll be with you every step of the way.

Portfolio allocation based on risk tolerance.
Technology Stocks
International Large Cap Stocks
International Large Value Stocks
Small Cap Stocks
Total US Market Stocks
Emerging Market Stocks
Large Cap Stocks
Momentum Tilt Stocks
Quality Factor Stocks
Low Volatility Stocks
Intermediate Core Bonds
Short Term Corporate Bonds
High Yield Bonds
Emerging Markets Bonds
International Bonds
Ultrashort Bonds
Intermediate Gov. Bonds
Enhanced Aggregate Bonds
Inflation-Protected Bonds
US Fund Real Estate
Global Real Estate

*Portfolio allocation based on ‘Demand Classic‘.