| Risk-based | Outcome-oriented | |||
|---|---|---|---|---|
| STRATEGIC | TACTICAL | ABSOLUTE RETURN | INCOME | |
| Investment approach | Benchmark-oriented models for clients who prefer a buy and hold investment approach | Flexibly adjusts portfolio allocations as short-term market opportunities arise | Low volatility approach that seeks to outperform cash by 2-3% over a full market cycle | Targets yield-paying investments to pursue a consistent income stream |
| Investment goal | Generate wealth | Generate wealth Preserve capital |
Preserve capital | Generate income |
| Portfolio holdings | ETF only Mutual fund/ETF blend |
Mutual fund only ETF only |
Mutual fund only | Mutual fund only Mutual fund/ETF blend |
| Geographic diversification | Global U.S.-only |
Global | Global | Global |
| Tax-aware Version available | No | Yes | No | No |
| RISK/RETURN PROFILES | ||||
| Conservative |  |
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| Moderate | |
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| Growth | |
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| Aggressive | |
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