Core Strategic Models

You never know in any given period which investment approach is going to pay off and deliver the best return. We’ve built an infrastructure using three core strategic models to change that.

With them, you can deliver what you feel is in your clients’ best interest and work toward meeting their goals and objectives, all with the efficiency of a unified managed account using portfolio sleeves.

The Benefits of Core Strategic Models

Our core strategic models have a primary goal: to grow the account within the asset allocation guidance framework, delivered through a risk or volatility tolerance analysis.

These portfolios range from capital preservation (typically all fixed income) to aggressive allocation (generally all equities) to meet your clients’ demands.

Meet Our Tax-Smart Investment Portfolio Models

Tax efficiency matters to you and your high-net-worth clients, especially regarding post-tax accounts.

That’s why we developed a specific tax-managed or tax-efficient portfolio for each of our core model families with the goal of maximizing your clients’ after-tax returns.

Discover Customizable Solutions

Vanguard Strategic ETF® Models: CRSP Series & Tax-Efficient Portfolios

Dimensional Wealth Models: Pre-Tax & Tax-Managed Portfolios

  • Powered by Dimensional Fund Advisors, operating for over 40 years
  • Investment approach grounded in prudent stewardship to advocate for greater governance at partner companies to help improve returns for clients
  • Models supported by a large research team, doctorate-holding professionals, and the Dimensional leadership executive team
  • Evidenced-based approach to active management
  • Rooted in applying financial science insights
  • Broadly diversified solutions available (14,000-plus holdings across 40-plus countries)

United Portfolios Developed with BlackRock: Pre-Tax & Tax-Managed Portfolios

Together with BlackRock, a major global asset manager, we developed models that incorporate its investment team philosophy, research, data, and Aladdin Technology:

  • Developed with BlackRock, the world’s largest investment management firm
  • Research and investment strategists using advanced technology to help protect portfolios (Aladdin Risk Management System)
  • Diversified core solution with a dynamic approach to active management (long-term and short-term tilts), aiming to make a little bit of money a lot of the time
  • Three-step process: Start with a long-term strategy, adapt to changing macro conditions, select the right investment vehicles
  • Uniting multiple fund families through a proprietary screening process
  • Trades about four to six times a year (mostly quarterly, sometimes ad hoc)

BlackRock Income Portfolios

Our platform provides BlackRock’s Multi-Asset Income Models in addition to our core strategic models. These focus on generating income and growth through a diversified portfolio of stocks, bonds, and nontraditional income assets. Meanwhile, they seek to mitigate downside risk and adapt to changing market conditions.

We offer the following:

  • BlackRock Multi-Asset Income Model
  • BlackRock Multi-Asset Tax-Aware Models

Find On-Demand Investment Assistance

Our experienced in-house investment committee and other representatives help you make sound decisions in your clients’ best interest. You can turn to us anytime:

  • Get support in case design.
  • Better understand our core strategic models.
  • Navigate other investment logistics.

Take Advantage of Our Core Strategic Models

Book a free 20-minute call to learn what it’s like to become a Prosperity-affiliated advisor or one of our institutional RIA partners via a sub-advisory agreement.