Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

Models help advisors save time by outsourcing portfolio management tasks like asset allocation and fund selection. However, off-the-shelf models don’t always meet every client’s unique objectives.

The Standpoint Multi-Asset Fund remains the core at 40%, but swapping out FOF for the another fund-of-funds. Check out my updated Retiree Portfolio Model.

Model Portfolios for Short- and Intermediate-Term Goals Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

Three ways for Canadians to create a basic low-fee, low-maintenance investment portfolio, with sample asset-allocation models ...