PREMIER MODELS
The Next Generation.
Our Premier Class of model portfolios is designed to take your investments to the next level. Using diversified options and portfolios compiled with newer ideas on investment strategies, we've curated a list of models sure to make up the next generation of long-term success.

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Dimensional (DFA) Models

Wisdomtree Models

DIMENSIONAL (DFA) MODELS

U.S. Equity Portfolio

+16.64%

Year to date as of July 2019

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Growth of $100 Investment Made on January 1, 2010

Global Equity Portfolio

+13.89%

Year to date as of July 2019

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Growth of $100 Investment Made on January 1, 2009

International Equity Portfolio

+11.65%

Year to date as of July 2019

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Growth of $100 Investment Made on January 1, 2012

WISDOMTREE MODELS

U.S. Equity Portfolio

+16.61%

Year to date as of July 2019

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Growth of $100 Investment Made on January 1, 2009

Global Equity Portfolio

+14.69%

Year to date as of July 2019

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Growth of $100 Investment Made on January 1, 2009

International Equity Portfolio

+9.13%

Year to date as of July 2019

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Growth of $100 Investment Made on January 1, 2009

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