Broker Check

Managed Portfolios

At Elliott Cove we utilize diversification through asset allocation to create managed portfolios that meet your risk tolerance and help you reach your individual financial goals.  

All Equity Portfolio

The All Equity Portfolio's target allocation is 100% stocks. Domestic (U.S), International-Developed and Emerging Market equities are combined with REITS to form a diversified portfolio for an investor with a high risk tolerance seeking long-term growth. 

Aggressive Portfolio

The Aggressive Portfolio's target allocation is 90% stocks and 10% bonds. Domestic (U.S), International-Developed and Emerging Market equities are combined with REITS and fixed income instruments to form a diversified portfolio for an investor with a moderate to high risk tolerance and a time horizon of ten years or longer.

Moderate Portfolio

The Moderate Portfolio's target allocation is 75% stocks and 25% bonds. Domestic (U.S), International-Developed and Emerging Market equities are combined with REITS and fixed income instruments to form a diversified portfolio for an investor that has a moderate risk tolerance and a time horizon of five years or longer.

Core Allocation Portfolio

The Core Allocation Portfolio's target allocation is 60% stocks and 40% bonds. Domestic (U.S), International-Developed and Emerging Market equities are combined with REITS and fixed income instruments to form a diversified portfolio for an investor that has a moderate risk tolerance and a three to five year time horizon. 

Balanced Portfolio

The Balanced Allocation Portfolio's target allocation is 45% stocks and 55% bonds. Domestic (U.S), International-Developed and Emerging Market equities are combined with REITS and fixed income instruments to form a diversified portfolio for an investor that has a mild to moderate risk tolerance with less than a 5 year time horizon.  

Conservative Portfolio

The Conservative Portfolio's target allocation is 25% stocks and 75% bonds. Domestic (U.S) stocks and REITS are combined with fixed income instruments to form a diversified portfolio for an investor that has a low to mild risk tolerance.

Capital Preservation Portfolio

The Capital Preservation Portfolio's target allocation is 15% stocks and 85% bonds. Domestic (U.S) stocks and REITS are combined with fixed income instruments to form a diversified portfolio for an investor that has a low risk tolerance.

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!