In addition to our Model Portfolios, now you can customize your own portfolio using our pre-selected universe of funds.  Click on the Asset Class tabs to view the funds available for each Asset Class.  Please ensure that the total percentages entered-in adds up to 100%.  After entering-in the percentages, submit your customized portfolio, and one of our advisors will contact you to discuss your customized portfolio.


Type at least three letters in the 'Ticker Symbol' field to get fund suggestions. You can then select a ticker symbol by clicking on any suggested fund name.

Or, you can click on the search icon to find funds.

Asset 1
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Asset 10
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