Investment Solutions - Asset Allocation Portfolios
The Capstone Financial Solutions Asset Allocation Portfolios are a comprehensive set of investment portfolios designed to meet a wide range of client needs.
Tactical Asset Allocation Portfolio
An investment strategy that opportunistically shifts the asset mix of the portfolio in response to market changes
Target Risk Portfolio
An investment strategy that allows investors to select an investment based on their individual risk profile
Target Date Portfolio
An investment strategy that allows investors a convenient way to invest for future goals
Custom Asset Allocation Portfolio
An investment strategy that customizes the portfolio according to the client’s risk tolerance, performance criteria and personal screening requirements
An investment strategy that opportunistically shifts the asset mix of the portfolio in response to market changes
Target Risk Portfolio
An investment strategy that allows investors to select an investment based on their individual risk profile
Target Date Portfolio
An investment strategy that allows investors a convenient way to invest for future goals
Custom Asset Allocation Portfolio
An investment strategy that customizes the portfolio according to the client’s risk tolerance, performance criteria and personal screening requirements
