Portfolios
There are twelve separate Individual Investment Models that are blended in different fashions to create the allocation series to the right. Each allocation series has a different objective to solve the unique needs of multiple investors. There are also multiple allocations for each series, so whether your clients are aggressive, conservative, or somewhere in-between— there will be a perfect FormulaFolios Allocation just for them.
FormulaFolios are flexible, yet precise. Professionals can either use them to compliment their current strategies/ managers, or apply them as turn-key allocations specifically designed to manage 100% of client assets.