Return Stacked® Model Portfolios

Model portfolios that unlock
diversification.

Turnkey model portfolios customizable to your client’s specific
risk profile and goals.

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OUR SOLUTIONS

Choose the models that
fit your needs.

Total Portfolio Solutions

 Globally-diversified portfolios

 Various base and stack combinations

 Between 10-15 holdings

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Sleeve-Based Solutions

 Complements existing portfolio

 High active share, high impact

 Between 3-5 holdings

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OCIO Solutions

 Customizable model portfolios

 Outsourced investment support

 Portfolio transition management

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Total Portfolio Solutions

Sleeve-Based Solutions

Platform Availability

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Build Your Own

Explore the building blocks that power our model portfolios.  Get to know the Return Stacked® ETFs.

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Want to dive deeper into our model portfolio solutions?  Schedule a time to talk with us.

Collaborate

Enhance your practice with models customized to your specifications, branded commentary, and individual household proposals.  Learn more about our Shared CIO partnership.