Investment Strategies – Portfolio Exchange

INVESTMENT STRATEGIES

We are all about options.

Our philosophy is based primarily on two methods: strategic investment in select model portfolios and footholds in a number of elite private investment funds.

PRIVATE INVESTMENT

These exclusive investment opportunities are available through connections our advisors have forged with industry leaders such as Blackstone, Goldman Sachs, and more.

With lower risk and higher returns, there’s no reason not to take advantage of these funds.

Our Models

Our models are the foundation of our investment strategy. Members choose from a variety of competitive investment models, and tailor the weights of those options however they prefer. We divide our models into two separate classes based on their distinct advantages.

Legacy Class
Premier Class

Our time-tested Legacy Model Portfolios are for those who want reliable returns and minimal risk, the perfect option for someone investing for their family's future. Whether you are looking to provide a stable retirement for you and your significant other, or are planting seeds of wealth as a safety net for your children.

Don’t believe us? These models were created and finely tuned by the experts at Vanguard, industry leaders in passive investment.

Their long-term investment strategies proudly offer stability and the opportunity for consistent financial growth.

View Legacy Models >>

Our elite class of Premier Model Portfolios are an updated take on passive investing. We have optimized these models for growth with greater diversity and more progressive options to allow members to take advantage of a new standard of passive investment.

These models were designed to add value at each step based on the power of the market and further guided by theoretical and empirical research. This class is perfect for someone seeking a wider variety of options and make the most of their wealth.

If you're ready to take your accounts to the next level, we're excited to present this class as your guide.

View Premier Models >>

Asset Allocation Over Time

Many of our investment funds are designed to be diversified across a distinct variety of asset classes including both stocks and bonds. As time progresses, we shift the emphasis of the investments from income growth to income risk management.

Early Working Years

Contributions are invested primarily in income growth, a diversified portfolio of global stocks and bonds, which are expected to increase in value over time.

Later Working Years

Any increase in value of the income-growth assets can be invested toward more inflation-protected securities later in your career.

Approaching Retirement

The investment focus shifts from growing income to managing income risk, with more portfolio assets invested in inflation-protected securities to manage future retirement income risk.

More Resources

Learn more about which investment strategy is right for you.

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