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Showing Portfolios 1 to3 of 6
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1351
•
Capital Group
•
Model
Capital Group Active Passive Models
Whether your client’s objectives are total return, yield, preservation of capital or a combination, Capital Group has an active-passive model designed to help them achieve their goals.
Provider:
Capital Group
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
NA
Geography:
Global
Series Type:
Active Passive
Min. Investment:
NA
Management Fee:
NA
1352
•
Capital Group
•
Model
Capital Group Active ETF Models
Combining the tax advantages of the ETF vehicle with tax-aware investing that modern investors expect. Capital Group ETFs also bring relatively low costs* and added transparency through daily holdings disclosure.
Provider:
Capital Group
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
NA
Geography:
Global
Series Type:
Active ETF
Min. Investment:
NA
Management Fee:
NA
1353
•
Capital Group
•
Model
Capital Group Active MF Models
Like you, we view every client in a holistic way. Our model portfolios are built with your clients’ needs and goals in mind, allowing you to run and scale your practice efficiently.
Provider:
Capital Group
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
NA
Geography:
Global
Series Type:
Active MF
Min. Investment:
NA
Management Fee:
NA
1383
•
Capital Group
•
Model
Capital Group World Dividend Growers SMA
Provider:
Capital Group
Asset Class:
Equity
Style:
Mixed
Cap Size:
Broad
Risk Level:
NA
Geography:
Global
Series Type:
NA
Min. Investment:
NA
Management Fee:
NA
1400
•
Alpha Vee
•
Model
Alpha Vee Aggressive
This aggressive portfolio is designed for investors seeking maximum long-term capital appreciation through a predominantly equity-driven allocation, complemented by selective income and risk management strategies. By incorporating four Alpha Vee strategies, the portfolio aims to capture growth opportunities across domestic and international markets while maintaining a disciplined, adaptive framework.
Provider:
Alpha Vee
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
NA
Min. Investment:
$50,000
Management Fee:
.60%
1401
•
Alpha Vee
•
Model
Alpha Vee Moderate
This moderate portfolio is designed to deliver a balanced combination of income and capital appreciation by increasing exposure to equities while maintaining a disciplined approach to risk management. The portfolio is diversified across three core asset classes: income-focused alternatives and fixed income, risk-managed U.S. equities, and dynamic international equities.
Provider:
Alpha Vee
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate
Geography:
Global
Series Type:
NA
Min. Investment:
$50,000
Management Fee:
.60%
1402
•
Alpha Vee
•
Model
Alpha Vee Moderate-Aggressive
This moderate aggressive portfolio is designed to emphasize long-term capital appreciation while maintaining a thoughtful approach to diversification and risk management. By allocating more heavily to equities, the portfolio seeks to capture higher growth potential across both domestic and international markets, complemented by a diversified income component.
Provider:
Alpha Vee
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate - Agressive
Geography:
Global
Series Type:
NA
Min. Investment:
$50,000
Management Fee:
.60%
1403
•
Alpha Vee
•
Model
Alpha Vee Conservative-Aggressive
This conservative–moderate portfolio is designed to balance income generation with enhanced growth potential by modestly increasing exposure to equities while maintaining a strong foundation of risk management and diversification. The allocation spans three core asset classes: income-focused alternatives and fixed income, risk-managed U.S. equities, and dynamic international equities.
Provider:
Alpha Vee
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative - Aggressive
Geography:
Global
Series Type:
NA
Min. Investment:
$50,000
Management Fee:
.60%
1404
•
Alpha Vee
•
Model
Alpha Vee Conservative
This conservative portfolio is constructed to deliver consistent income, controlled growth, and enhanced downside protection through a diversified allocation across three complementary asset classes: income-focused alternatives and fixed income, risk-managed U.S. equities, and dynamic international equities.
Provider:
Alpha Vee
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
NA
Min. Investment:
$50,000
Management Fee:
.60%
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