Model Portfolio Overviews

Describing what you're investing your clients' portfolios in and how it will help them reach their long-term financial goals is an important conversation you'll have time and time again. It's also a conversation that can go in many directions that are not always productive. We provide these model portfolios overviews with an emphasis on the long-term strategic goals. You'll also find historical performance of index-based allocations to put some context around return and risk expectations.

If you have any questions or need anything else to help you have productive investment conversations with your clients, please reach out. You can e-mail any suggestions to: support@xyinvestmentsolutions.com. TAMP advisors can also schedule conversations to discuss how to apply these models to their clients' account.

Note: This file is a consolidated version of files you previously found under "Fact Sheets" and "Investment Resources - Historical Benchmark".