Arrow head inside rounded box symbolizing Strategic Series portfolios
Risk Budgeting

Strategic Series

Based off a refined version of Modern Portfolio Theory, which seeks to optimize asset allocations based on risk and returns with an additional focus toward risk assessment of each asset class incorporated throughout the model for an aim to truly diversify assets across the model.

Investment Focus

Umbrella blocking the rain symbolizing Risk Budgeting
Risk Budgeting
Small circle with arrows going out in all directions symbolizing diversification
Arrows splitting from one path to two paths symbolizing alternative sleeve
Alternative Sleeve

Strategy Description

This series of five portfolios seeks better diversification by gauging asset allocations at a risk level to better diversify holdings and reduce overlap of assets. By broadening out different risk exposures this model hopes to reduce concentration of correlated investments across equity, fixed-income and alternative positions.


Typical # of Holdings: 8-20

Minimum Investment: $25,000

Inception: 01-01-2009

Portfolio Manager: David Young, CFA

Investment(s) Used

Trade Frequency
Mutual Funds
Moderate / High
White checkbox in orange rounded rectangle
White checkbox in orange rounded rectangle

Want to explore more solutions?

Back to Investments