In response to advisor interest, we are adding 84 model portfolios across all asset classes, sizes, styles, geographies, and structures from 8 popular asset managers.

Clark Capital
Dimensional Fund Advisors
Dorsey Wright
DoubleLine Capital
Invesco
Lunt Capital
Morningstar
Toews Asset Management

 

Clark Capital
Clark Navigator All Cap Core
Clark Navigator Alternative
Clark Navigator Fixed Income Total Return
Clark Navigator Global Risk Management Conservative
Clark Navigator Global Risk Management Growth
Clark Navigator Global Risk Management Moderate
Clark Navigator Global Tactical
Clark Navigator High Dividend Equity
Clark Navigator International ADR
Clark Navigator International Strategic Beta
Clark Navigator MultiStrategy 25-75
Clark Navigator MultiStrategy 50-50
Clark Navigator MultiStrategy 75-25
Clark Navigator Small Cap US Equity
Clark Navigator Style Opportunity
Clark Navigator Tax Free Fixed Income Core
Clark Navigator Taxable Fixed Income Core
Clark Navigator US Strategic Beta

Dimensional
Dimensional Core ETF 0/100 Wealth Model
Dimensional Core ETF 100/0 Wealth Model
Dimensional Core ETF 20/80 Wealth Model
Dimensional Core ETF 40/60 Wealth Model
Dimensional Core ETF 60/40 Wealth Model
Dimensional Core ETF 80/20 Wealth Model
Dimensional Core Plus ETF 0/100 Wealth Model
Dimensional Core Plus ETF 100/0 Wealth Model
Dimensional Core Plus ETF 20/80 Wealth Model
Dimensional Core Plus ETF 40/60 Wealth Model
Dimensional Core Plus ETF 60/40 Wealth Model
Dimensional Core Plus ETF 80/20 Wealth Model

Dorsey Wright
Dorsey Wright SRS International Model
Dorsey Wright Tactical Fixed Income Model

DoubleLine
DoubleLine Fixed Income Model

Invesco
Invesco BulletShares Corporate 0-10 Year SMA
Invesco BulletShares Corporate 0-3 Year SMA
Invesco BulletShares Corporate 0-5 Year SMA
Invesco BulletShares Corporate 0-7 Year SMA
Invesco BulletShares Municipal 0-10 Year SMA
Invesco BulletShares Municipal 0-3 Year SMA
Invesco BulletShares Municipal 0-5 Year SMA
Invesco BulletShares Municipal 0-7 Year SMA
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 Multi-Manager Portfolio
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
Invesco U.S. Factor Rotation Portfolio

Lunt
Lunt Factor Rotation

Morningstar
Morningstar All-Cap Equity SMA
Morningstar Dividend Non-MLP SMA
Morningstar Dividend SMA
Morningstar ETF Aggressive Growth
Morningstar ETF Aggressive Growth - Tax Sensitive
Morningstar ETF Conservative
Morningstar ETF Conservative - Tax Sensitive
Morningstar ETF Fixed Income Allocation
Morningstar ETF Growth
Morningstar ETF Growth - Tax Sensitive
Morningstar ETF Income & Growth
Morningstar ETF Income & Growth - Tax Sensitive
Morningstar ETF Moderate Growth
Morningstar ETF Moderate Growth - Tax Sensitive
Morningstar Growth
Morningstar Growth - Tax Sensitive
Morningstar Hare Non-MLP SMA
Morningstar Hare SMA
Morningstar Income & Growth
Morningstar International Equity ADR SMA
Morningstar Moderate Growth
Morningstar Small/Mid-Cap Equity SMA
Morningstar Tortoise Non-MLP SMA
Morningstar Tortoise SMA

Toews
Toews Managed Risk Blueprint

This does not constitute an offer to sell or a solicitation of an offer to purchase interests in any investment vehicles or securities and does not constitute investment advice or a recommendation with respect to investment. Investing in any strategy should only occur after consulting with a financial advisor

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