
Model Portfolio Literature
To learn more about all the benefits of partnering with our team please read the full capabilities brochure.
Download BrochureTarget Risk Models
Based on the long-term Capital Market Assumptions, the portfolios are designed using strategic long-term asset class allocations. With multiple risk levels in each suite, there are a range of potential solutions to suit an investor's risk profile and return objective.
ETF only
Pinnacle Total Beta Multi-manager
Fact Sheets
- Invesco Pinnacle Series: Total Beta 10 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 20 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 30 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 40 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 50 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 60 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 70 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 80 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta 90 Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta Equity Multi-Manager Portfolio
- Invesco Pinnacle Series: Total Beta Income Multi-Manager Portfolio
Pinnacle Total Beta
Fact Sheets
- Invesco Pinnacle Series: Total Beta 10 Portfolio
- Invesco Pinnacle Series: Total Beta 20 Portfolio
- Invesco Pinnacle Series: Total Beta 30 Portfolio
- Invesco Pinnacle Series: Total Beta 40 Portfolio
- Invesco Pinnacle Series: Total Beta 50 Portfolio
- Invesco Pinnacle Series: Total Beta 60 Portfolio
- Invesco Pinnacle Series: Total Beta 70 Portfolio
- Invesco Pinnacle Series: Total Beta 80 Portfolio
- Invesco Pinnacle Series: Total Beta 90 Portfolio
- Invesco Pinnacle Series: Total Beta Equity Portfolio
- Invesco Pinnacle Series: Total Beta Income Portfolio
Pinnacle Total Beta Tax Aware
Fact Sheets
- Invesco Pinnacle Series: Total Beta Tax Aware 20 Portfolio
- Invesco Pinnacle Series: Total Beta Tax Aware 30 Portfolio
- Invesco Pinnacle Series: Total Beta Tax Aware 40 Portfolio
- Invesco Pinnacle Series: Total Beta Tax Aware 50 Portfolio
- Invesco Pinnacle Series: Total Beta Tax Aware 60 Portfolio
- Invesco Pinnacle Series: Total Beta Tax Aware 70 Portfolio
- Invesco Pinnacle Series: Total Beta Tax Aware 80 Portfolio
Pinnacle Smart Beta
Fact Sheets
- Invesco Pinnacle Series: Smart Beta 10 Portfolio
- Invesco Pinnacle Series: Smart Beta 20 Portfolio
- Invesco Pinnacle Series: Smart Beta 30 Portfolio
- Invesco Pinnacle Series: Smart Beta 40 Portfolio
- Invesco Pinnacle Series: Smart Beta 50 Portfolio
- Invesco Pinnacle Series: Smart Beta 60 Portfolio
- Invesco Pinnacle Series: Smart Beta 70 Portfolio
- Invesco Pinnacle Series: Smart Beta 80 Portfolio
- Invesco Pinnacle Series: Smart Beta 90 Portfolio
- Invesco Pinnacle Series: Smart Beta Equity Portfolio
- Invesco Pinnacle Series: Smart Beta Income Portfolio
Hybrid
Pinnacle Hybrid Plus Multi-Manager
Fact Sheets
- Invesco Pinnacle Series: Hybrid Plus 20 Multi-Manager Portfolio
- Invesco Pinnacle Series: Hybrid Plus 40 Multi-Manager Portfolio
- Invesco Pinnacle Series: Hybrid Plus 60 Multi-Manager Portfolio
- Invesco Pinnacle Series: Hybrid Plus 80 Multi-Manager Portfolio
- Invesco Pinnacle Series: Hybrid Plus Equity MultiManager Portfolio
Mutual fund only
Pinnacle Mutual Fund Plus
Overview Flyer
Completion Model
A series of models aimed to meet specific objectives within a portfolio, whether looking to eliminate home country bias, target a certain income or building a more dynamic core through factor rotation.
Laddered bond ETF models
Models designed to offer clients an effective and convenient way to portfolio laddering.
BulletShares Corporate Series
Invesco BulletShares Corporate SMAs Fact Sheet
BulletShares Muni Series
Invesco BulletShares Municipal SMAs Fact Sheet
Tactical US Equity
Model designed to create an effective, dynamic US core solution.
US Factor Rotation Model
International Sleeve
Model designed to eliminate home country bias by providing international exposure.
International Diversification Blend
International Diversification Equity
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