Asset Allocation Models

In addition to designing and maintaining a fund lineup, we also provide asset allocation models with various risk profiles that participants can choose from.  Asset allocation models consist of Vanguard and Dimensional funds.  These low-cost, factor-based models are passively managed and rebalanced annually.  During the onboarding phase of a plan, we conduct participant risk evaluations and make model recommendations based on participant risk profiles.  Participants also have the option of selecting their own model or creating an asset allocation from the funds available to the plan.  Click on the model name to view a risk report that also contains a stress test.