Model Portfolios

Advisor Partners creates and manages a variety of custom model portfolios for advisor platforms and the investment services departments of financial institutions.

Models are typically benchmarked to an index such as the S&P 500, and incorporate a custom screening criteria mandated by the institution. Customization criteria may include:

— Social screens

— Low beta to a specific security

— Industry, Sector or Style weighting

— Omission or inclusion of specific securities

— International/ADR securities