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Asset Allocation Research Back to Investments & Research We are pleased to offer the Commonwealth Model Portfolios—a series of asset allocation strategies designed to help meet the needs and objectives of your clients and prospects. The Commonwealth Model Portfolios are based on state-of-the-art asset allocation concepts and Nobel Prize-winning modern portfolio theory in an effort to provide solid, long-term, risk-adjusted returns for investors across the risk/return spectrum. The Commonwealth Model Portfolio framework includes five diversified models, which can be mapped to the investment objectives outlined in the account opening documents. The framework also includes two fixed income models for investors looking for taxable and tax-free income. In addition, we have developed a series of model portfolios specifically designed for smaller accounts (i.e., for accounts with assets under $100,000). We also provide 10 model portfolios from Ibbotson Associates to suit a variety of investor needs. These model portfolios:
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