Strategic Strategies
Strategic investing is the cornerstone of Modern Portfolio Theory (MPT). By diversifying portfolio allocation across multiple asset classes (equity & fixed income), investors can maximize their risk/reward given their risk suitability. A strategic portfolio is positioned with a long-term investment time horizon in mind. Since short term opportunistic portfolio changes do not take place, investors must understand that regardless of what major indices are doing, their portfolio is positioned to weather the storm.
Strategic Strategies
| wdt_ID | Strategy Name | Management Type | Portfolio Classification | Minimum Investment | Product Type | Details |
|---|---|---|---|---|---|---|
| 6 | Core | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 7 | Core - American Funds® | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 8 | Core - First Trust® | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 13 | Small Account Model (SAM) | Strategic | Global Asset Allocation | $5,000 | Managed Acct. | View |
