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Asset Allocation Models

/Asset Allocation Models


In addition to creating and maintaining a fund lineup, we also provide professionally managed Asset Allocation Models for retirement plans.  Our Asset Allocation Models consist of Vanguard and Dimensional funds.  These low-cost, factor-based models are passively managed.  Designing and maintaining Asset Allocation Models is one of many participant services we offer for retirement plans.  During the onboarding phase of new plans, we conduct participant risk evaluations.  After they answer a few questions and risk evaluations have been completed, we recommend an Asset Allocation Model for each participants to implement.  Below is a list of Asset Allocation Models available: