Asset Allocation Model Construction
Haverford’s asset allocation models and proprietary research process take the mystery out of investing. Participants can select a model portfolio and have their account professionally managed. Or they can select a custom mix of individual funds. Our flexibility caters to the needs of various types of participants.
Haverford provides five model portfolios tailored for distinct risk tolerances. Models offer your plan participants:
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Immediate diversification
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Exposure to key asset classes
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Professionally managed investments
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Simplified investment decisions
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Automatic rebalancing
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Tactical investment decision