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Model Portfolio Literature

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Target 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 

 

Overview Flyer

Trade Rationale

Fact Sheets 

 

Pinnacle Total Beta 

 

Overview Flyer

Fact Sheets 

 

Pinnacle Total Beta Tax Aware  

 

Overview Flyer

Fact Sheets 

 

Pinnacle Smart Beta 

 

Overview Flyer

Fact Sheets 

Mutual fund only

Pinnacle Mutual Fund Plus 

 

Overview Flyer

Trade Rationale 

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 

 

Overview Flyer

Invesco BulletShares Corporate SMAs Fact Sheet

 

BulletShares Muni Series 

 

Overview Flyer

Invesco BulletShares Municipal SMAs Fact Sheet

 

Tactical US Equity

Model designed to create an effective, dynamic US core solution.

 

US Factor Rotation Model

 

Overview Flyer

International Sleeve

Model designed to eliminate home country bias by providing international exposure. 

 

International Diversification Blend

International Diversification Equity

Model Portfolio Literature
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