Your Investment Solution

PENSION-STYLE PORTFOLIOS

Investing in Your Long-Term Success
Group picture of commonwealth advisorsWe provide access to premium, “pension-style” investment portfolios for individual clients. While investors may hesitate to make decisions themselves regarding when to buy or sell, they do want to participate in capital markets. We manage our portfolios to decrease volatility and enhance your investing experience. Our methodology assembles a select suite of industry leading fund managers who strategically adjust their degree of risk exposure in financial markets on your behalf.

CommonWealth Team works for you!

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CommonWealth Team

Portfolios For All Market Cycles

Our disciplined, "pension-style" models are available for clients desiring professional money management. We employ fund managers who participate in market upside and can tactically decrease your exposure to markets when necessary. Our multi-strategy approach diversifies your investments across asset class and investment style which decreases your overall risk. We design our multi-fund portfolios to target superior risk-adjusted returns over market cycles.
  • Moderate Portfolio

Approximately 75% / 25% Fixed Income to Equity

Suitable for investors who are comfortable with a moderate exposure to equity markets.

  • Moderate Plus Portfolio

Approximately 60% / 40% Fixed Income to Equity

Suitable for investors who are comfortable with more than a moderate exposure to equity markets.

  • Balanced Portfolio ---

Approximately 50% / 50% Fixed Income to Equity

Suitable for investors who are comfortable with a balanced exposure between equity and fixed income markets.

  • Balanced Plus Portfolio

Approximately 40% / 60% Fixed Income to Equity

Suitable for investors who are comfortable with a higher exposure to equity markets.

  • Aggressive Portfolio

Approximately 20% / 80% Fixed Income to Equity

Suitable for investors who are comfortable with an aggressive exposure to equity markets.

Pension-Style Portfolio Advantages

You Participate in Market Upside

Mutual funds are rated for their ability to capture market upside as well as outperforming their peers.

You have Multiple Strategies to Manage Downside

Experienced, tactical fund managers with solid track records are selected along with a portion of “alternative” mutual funds chosen specifically for their defensive strategies to manage risk.   

Your Portfolio is Managed within your Risk Tolerance

Multi-fund portfolios dynamically adjust their asset allocation within your chosen comfort range.

Your Fund Managers are Continuously Monitored

We evaluate our fund managers’ performance, volatility, maximum drawdowns, recovery periods, and costs. 

Your Portfolio's Performance is Objectively Benchmarked

We compare our portfolios against standard indexes to measure our success.