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Strategic Asset Allocation Portfolios

Creating the Best Mix for Your Risk Tolerance

The EAM Strategic Asset Allocation Portfolios offer clients a wide range of professionally designed asset allocation models appropriate for investors with varying investment goals, income needs, time horizons and risk tolerances. The investments that make up the portfolio are a combination Index Exchange Traded Funds (ETFs), Actively Managed Exchange Traded Funds and Mutual Funds.  The strategies can be customized for tax-sensitive accounts and other constraints.

 

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© 2025 EMERALD ASSET MANAGEMENT, INC.

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Emerald Asset Management, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Emerald Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Emerald Asset Management, Inc. unless a client service agreement is in place.

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