‘Demand Legacy’ (Inheritance) Portfolio

A portfolio that transitions with you

Have you asked yourself the question, “What should I do with my inheritance?” We’ll help you make smart money decisions as you process the loss of a loved one.

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One Stress-Free Portfolio

Investing inheritance wealth responsibly is important for your long-term financial health. We’ll walk you through every step of the inheritance process and ensure that you make good decisions for your financial future. We’ll help you figure out which stage is best for you and automatically update it as you move through the inheritance process.

STAGE 1: THE LEGACY STAGE
0% Stocks, 100% Bonds

Designed for those who just received an inheritance, this low-risk model allows you to set your money aside and focus on family affairs.

STAGE 2: THE PATIENCE STAGE
10% Stocks, 90% Bonds

Designed for those who have received their inheritance within the last several months, this model provides slightly more market exposure as you begin to think about next steps.

STAGE 3: THE HORIZON STAGE
30% Stocks, 70% Bonds

Designed for those who have received an inheritance within the last year, this model provides even more market exposure. After six months in this portfolio, an advisor will contact you to help you think through how to position your portfolio to match your future goals.

…With Uncompromised Features

You may have questions: “What is an inherited IRA?”, “What is inheritance tax?”, Our team is here to provide you with investment answers. Whether it’s investing inheritance for retirement, generating an extra source of income, or to make that big dream purchase we’ll help you maximize the benefits of your newly acquired wealth.

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1

Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.

TAX-LOSS HARVESTING

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.


SMART REBALANCING

Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

Your Inheritance Portfolio
Portfolio allocation based on stage in inheritance process.
Large US Stocks
Total World Stocks
Intermediate Gov. Bonds
Mortgage-Backed Bonds
Inflation-Protected Bonds
Short Term Corporate Bonds
Intermediate Core Bonds
Enhanced US Bonds
US Ultrashort Bonds
US Real Estate
Global Real Estate
The Demand Wealth Divorce Portfolio does not contain aggressive portfolios. For more Divorce investment options, please contact one of our financial professionals.
Emerging Markets Bonds
Ultrashort Bonds
Intermediate Government Bonds
Enhanced Aggregate Bonds
Inflation-Protected Bonds
Once you have reached the target date, a Demand Wealth advisor will reach out to you for a longer term portfolio.

*Portfolio allocation based on risk tolerance and is subject to change. Due to the nature of our Inheritance portfolios, there are no Aggressive options. If you would like to discuss additional investment options, please contact one of our financial professionals.

Important Content

Read our full whitepaper and check out our Inheritance blog articles below

A Guide to Your Inheritance

A Guide to Your Inheritance

Before you begin to invest or spend an inheritance, it’s essential to know what type...

Understanding Inheritance: Trust The Process

Understanding Inheritance: Trust The Process

Inheriting money from a family member can be a blessing or a burden. How tempting...

‘Demand Inheritance’ Portfolio Stages

‘Demand Inheritance’ Portfolio Stages

  The Legacy Stage (0-6 months): 100% Bonds- The Legacy Stage is a low-risk model...

Do I Need a Trust? Trust Me, Your Parents Don’t…

Do I Need a Trust? Trust Me, Your Parents Don’t…

Top Reasons People Tell You to Get a Trust 1. To avoid probate. Oh no…...

What Happens to My IRA When I Die? – What Parents Should Know

What Happens to My IRA When I Die? – What Parents Should Know

When a parent dies there are many things to manage, and taking care of the...

Why Demand Wealth?

Uncover important inheritance tax considerations.
Understand the special restrictions or requirements involved with some inherited assets.
Discover the role of an executor and the various responsibilities, including managing the affairs and settling the estate.
Learn about your choices for inherited IRA’s.
Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.

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The Demand Wealth Difference
See how your money could grow with us.
Today Year 30

Demand Comfort

What is an inherited IRA?
What records do I need to gather and review?
What are the legal and tax issues associated with settling an estate?
Will my inheritance go through probate?
Will I pay taxes on my inheritance?
Are there any special restrictions or requirements after I receive inherited assets?

Ask a Specialist

Open an Inheritance Portfolio today

1. Our core investment strategy is based on the Nobel Prize-Winning Portfolio Theory.