LifeCore Portfolios
Our LifeCore Investment Portfolios are thoughtfully crafted to align with your unique financial goals, focusing on sustainable growth and risk management. By integrating a curated mix of traditional and alternative assets, we empower you to navigate the complexities of the market with confidence, fostering a robust investment strategy that adapts to life changes and economic shifts. Our dedicated team harnesses advanced analytics and market insights to identify opportunities that resonate with your vision, ensuring your investments are not just a means to an end, but a pathway to a prosperous future.
LifeCore Conservative applies MBA signals to a core allocation of 25% equities/ 75% fixed income, seeking to out- perform a 25% Vanguard S&P 500 / 75% Vanguard Total Bond portfolio over a full market cycle with significantly less risk, evidenced by a lower Beta, smaller drawdowns, and a higher Sharpe Ratio.
LifeCore Moderate applies MBA signals to a core allocation of 35% equities/65% fixed income, seeking to out- perform a 35% Vanguard S&P 500 / 65% Vanguard Total Bond portfolio over a full market cycle with significantly less risk, evidenced by a lower Beta, smaller drawdowns, and a higher Sharpe Ratio.
LifeCore Moderate Growth applies MBA signals to a core allocation of 50% equities / 50% fixed income, seeking to out- perform a 50% Vanguard S&P 500 / 50% Vanguard Total Bond portfolio over a full market cycle with significantly less risk, evidenced by a lower Beta, smaller drawdowns, and a higher Sharpe Ratio.