Bricks making wall inside rounded square to symbolize Core Series and Smart Core Series Portoflios
Factor investing

Core Series & Smart Core Series

These models are designed to seek alpha across low-cost equity & fixed income ETFs along with an alternative mutual fund sleeve with an asset allocation balance determined in accordance to the client’s investment objectives.

Investment Focus

Three toggle switches with 2 switched on to symoblize Factor Based
Factor Based
Old scale icon symbolizing Asset Allocation Weighing
Asset Allocation Weighting
Arrows splitting from one path to two paths symbolizing alternative sleeve
Alternative Sleeve

Strategy Description


This series of eight individual portfolios across two models is structured to provide constant participation across equity and fixed-income holdings with the inclusion of multiple factor based ETFs that focus on specific drivers of variance wit performance. Strategic rebalancing will be done quarterly unless market conditions prompt additional ad-hoc rebalancing. Asset allocation rebalancing seeks to take advantage of buy-low, sell-high methodology through realignment of position weightings for consistency with model objectives.

Overview


Typical # of Holdings: 20-25

Minimum Investment: $25,000

Inception: 04-01-2020

Portfolio Manager: BlackRock®

Investment(s) Used

Strategy
Trade Frequency
ETFs
Mutual Funds
Stocks
Factor Investing
Low
White checkbox in orange rounded rectangle
White checkbox in orange rounded rectangle

Want to explore more solutions?

Back to Investments