Based off a refined version of Modern Portfolio Theory, which seeks to optimize asset allocations based on risk and returns with an additional focus toward risk assessment of each asset class incorporated throughout the model for an aim to truly diversify assets across the model.
This series of five portfolios seeks better diversification by gauging asset allocations at a risk level to better diversify holdings and reduce overlap of assets. By broadening out different risk exposures this model hopes to reduce concentration of correlated investments across equity, fixed-income and alternative positions.
Typical # of Holdings: 8-20
Minimum Investment: $25,000
Inception: 01-01-2009
Portfolio Manager: David Young, CFA
