Menu

MARKET CAP

$5,500 Minimum Investment
$100,000 Maximum Investment

Model Investment Objective & Strategy

To optimize asset class weightings that track the longer-term efficient frontier, using global asset allocation and minimizing alterations caused by market inconsistencies. The MarketCap models of the SLEEVE PORTFOLIO SERIES use broad-based indices in a passive manner to (1) avoid security selection bias and market timing and (2) optimize the portfolios for smaller accounts which need access to broad global diversification and low-cost automatic investment plans.

KEY PORTFOLIO ATTRIBUTES
GLOBAL DIVERSIFICATION Asset classes across the global investment spectrum are used to diversify the portfolio and then are allocated according to each model's stated risk tolerance.
COST SENSITIVITY Emphasis is placed on low-cost investment vehicles, such as ETFs*, so as to limit potential drags on portfolio performance.
ANNUAL REBALANCING Models are rebalanced on an annual basis to remain aligned with the portfolios stated risk tolerance and to systematize a process for opportunities to buy low and sell high.
CONSISTENCY Portfolios seek to maximize the benefits of investing in a basket of global markets while mitigating distortion of those markets by eliminating individual security selection.
LONG-TERM FOCUS Models are managed with the goal of optimizing performance over full-market cycles while avoiding the temptation to react to short-term market or economic behavior.
SMALL ACCOUNT BENEFITS SLEEVE PORTFOLIO SERIES is designed for small accounts which benefit from low cost auto-investment plans and simplified portfolios for ease of use.

RISK PROFILES

US EQUITY
INT'L EQUITY
FIXED INCOME
CONSERVATIVE INCOME AGGRESSIVE INCOME CONSERVATIVE BALANCED AGGRESSIVE BALANCED CONSERVATIVE GROWTH AGGRESSIVE GROWTH
25% 35% 38% 43% 48% 52%
5% 10% 22% 27% 32% 38%
70% 55% 40% 30% 20% 10%

*Asset allocations for the model risk profiles are as of April 1, 2016. Variations in asset allocations on actual accounts may vary due to a variety of factors including but not limited to cash distributions or contributions, non-model holdings or other situations particular to an individual client.

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program.

*An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

No strategy assures success or protects against loss.

 

Tags: trilogycapital

TrilogyCapital



1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  

Go to top