Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

The Standpoint Multi-Asset Fund remains the core at 40%, but swapping out FOF for the another fund-of-funds. Check out my updated Retiree Portfolio Model.

Use the strategic asset allocations of top model portfolio managers to give your portfolio a temperature check.

Clear buy and sell rules aren’t just for professionals — they’re for anyone who wants to invest with purpose. Read more here.