Model Portfolios

AP constructs customized model portfolios for the investment services departments of financial institutions. The portfolios are typically benchmarked to an index and often incorporate a screening criteria mandated by the institution such as Environmental, Social & Governance (ESG), industry/sector, or individual security.

We can and do serve in the capacity as a third party strategist offering portfolio management delivering core equity asset class representation in a “core and satellite” approach and other Unified Managed Account (UMA) solutions.  

Our model portfolios are available on most major platforms including Envestnet, Foliofn, First Affirmative Financial Network and EQIS.