3 Blends to Help Advance Client Goals

Sometimes more is more. When done right, blending model portfolios can help achieve a variety of goals, from income and growth to tax alpha.

This Portfolio Pairing Guide provides practical investment briefs outlining three common investor use cases and complementary blends to target them. You’ll learn how to personalize your approach for clients who are:

Approaching or in retirement and need cashflow and healthy yields
Concerned about the market and want to keep money invested while addressing downside risk
Willing to take educated risks with pro-growth, high-conviction bets

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