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.