Portfolios built to power your practice
Access portfolios with flexible investment options and automated management tools to better serve your clients.
Your expertise at scale.
Select from over 1,500 ETFs to customize model portfolios with ease. Build unique asset classes and allocations, add your own capital market assumptions, and assign to clients in moments.
Access Dimensional Funds.
Construct portfolios with Dimensional Funds, including automated onboarding, transfers, and rebalances—at one of the lowest costs in the industry.
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Core
Well-diversified, low-cost, and built for long-term investing. Features an especially broad collection of stocks and bonds from across the world.
- Broad exposure to undervalued U.S. companies
- Diversified stocks and bonds from across the world
- Invests in municipal bonds to help improve returns for taxable accounts
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Vanguard portfolio (CRSP Series)
Total return model portfolios seeking to provide broad exposure to U.S. and international equities and U.S. and international investment-grade taxable bonds in an asset allocation framework.
- Broad global diversification with over 19,000 securities available
- No intentional tactical overlays or factor bets within the asset classes
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Innovative Technology
A well-diversified portfolio focused on high-growth potential companies such as clean energy, semiconductors, robots, virtual reality, blockchain, and nanotechnology along with increased exposure to risk.
- Broad exposure to future-focused economies in one portfolio
- Regularly brings in new companies indicating a focus on innovation
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Broad Impact
Invests in companies that rank highly on environmental, social, and corporate governance (ESG) criteria without compromising potential long-term performance.
- Diversified, low-cost portfolio built for long-term investing
- Invests in positive global impact without compromising potential gains
- Uses shareholder engagement to incentivize more socially responsible corporate behavior
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Climate Impact
Invests in companies with lower carbon emissions and the funding of green projects while still helping you achieve potential long-term growth.
- Diversified, low-cost portfolio built for long-term investing
- Invests in positive climate impact without compromising potential gains
- Uses shareholder engagement to incentivize more socially responsible corporate behavior
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Social Impact
Provides broad diversified exposure with a greater focus on companies actively working toward minority empowerment and gender diversity as part of your long-term strategy.
- Diversified, low-cost portfolio built for long-term investing
- Invests in positive social impact without compromising potential gains
- Uses shareholder engagement to incentivize more socially responsible corporate behavior
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Goldman Sachs Smart Beta
Targets companies that have potential to outperform the broader market over the long term. Diverse and low-cost, but with higher exposure to risk.
- Offers higher potential returns along with increased risk
- Well-rounded portfolio focused on value, quality, and low-volatility
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BlackRock Target Income
A 100% bond portfolio with different income yields to help protect you against stock market volatility.
- Built to keep volatility low and generate a steady stream of income
- Offers four income yields at varying levels of risk
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Cash Reserve
A 100% cash account that earns 0.75% APY (variable)*, carries no-fee on your balance, and is FDIC-insured up to $1M at our program banks ($2M for joint accounts)†.
- A secure, FDIC-insured home for your cash at our program banks
- Earn interest with a variable annual percent yield
Let’s grow your practice together.
