What's In My Model Portfolio

Sponsored By

What's In My Model Portfolio

Chief investment officers and analysts from top RIAs in the wealth management industry detail their investments and asset allocation in client portfolios.

Featured on What's In My Model Portfolio

Tom Cohn deputy CIO Cerity Partners

Alternative Investments

Cerity Partners Bets on Private Markets for Outsized Growth Cerity Partners Bets on Private Markets for Outsized Growth

The $120 billion firm’s Chief Solutions Officer Tom Cohn discusses Cerity’s investment philosophy.

byElaine Misonzhnik, Senior Editor, Investments

Dec 19, 2024

|

11 Min Read

Gina M. Beall, director of investment research Savant

Savant Wealth Management: Seeking Broad Market Exposure Savant Wealth Management: Seeking Broad Market Exposure

byElaine Misonzhnik

Oct 10, 2024

11 Min Read

Barry Gilbert Carson Group

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

byElaine Misonzhnik

Sep 5, 2024

11 Min Read

Neil Gilfedder Edelman Financial Engines

Edelman Financial Engines: 'Magic' Assets Don’t Exist Edelman Financial Engines: 'Magic' Assets Don’t Exist

byElaine Misonzhnik

Aug 16, 2024

16 Min Read

Carnegie Investment Counsel: Keeping It Simple with a 70/30 Allocation Carnegie Investment Counsel: Keeping It Simple with a 70/30 Allocation

byElaine Misonzhnik

Aug 5, 2024

10 Min Read

Financial Planning

Calamos Wealth Management: Portfolio Construction With an Asset Manager Parent Calamos Wealth Management: Portfolio Construction With an Asset Manager Parent

byDiana Britton

Jun 28, 2024

8 Min Read

More from What's In My Model Portfolio

Johnson Financial Group CIO Dominic Ceci RIA news model portfolio

Alternative Investments

Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

byDiana Britton, Managing Editor

Schechter Investment Advisors: Long-Term Allocators With Direct Indexing at the Core

Schechter Investment Advisors: Long-Term Allocators With Direct Indexing at the Core

byDiana Britton, Managing Editor

Roraj Pradhananga co-CIO Veris Wealth what's in my model portfolio RIA

Veris Wealth Partners: Using Capital Markets to Drive Change

Veris Wealth Partners: Using Capital Markets to Drive Change

byDiana Britton, Managing Editor

Procyon: Institutional Due Diligence With a Private Wealth Overlay

Procyon: Institutional Due Diligence With a Private Wealth Overlay

byDiana Britton, Managing Editor

Phillip Knight, managing director and partner at Americana Partners RIA model portfolio

Americana: Blending Rates, Credit and Equity Exposures

Americana: Blending Rates, Credit and Equity Exposures

byDiana Britton, Managing Editor

Brian Andrew Merit Financial RIA model portfolio

Merit Financial: Cost-Conscious and Intra-Asset Class Tactical

Merit Financial: Cost-Conscious and Intra-Asset Class Tactical

byDiana Britton, Managing Editor

Chuck Cooper III StrongBox Wealth

StrongBox Wealth: Picking Deep Moat, Rising Dividend Stocks

StrongBox Wealth: Picking Deep Moat, Rising Dividend Stocks

byDiana Britton, Managing Editor

What's in my model portfolio: Andy Stout, CIO, Allworth Financial

Allworth Financial: A Disciplined Process and Proprietary Scorecard

Allworth Financial: A Disciplined Process and Proprietary Scorecard

byDiana Britton, Managing Editor

Cyndeo Wealth Partners: 'We’re Not Indexers'

Cyndeo Wealth Partners: 'We’re Not Indexers'

byDiana Britton, Managing Editor

Nick Zamparelli

Alternative Investments

Sequoia Financial: Capturing the Illiquidity Premium

Sequoia Financial: Capturing the Illiquidity Premium

byDiana Britton, Managing Editor