By incorporating the principles and techniques outlined in the Investment Philosophy section, our portfolio managers use Modern Portfolio Theory to design optimized portfolios. These portfolios offer the potentially greatest return for each individual investor's acceptable level of risk - positioning you on the Efficient Frontier. Below you can utilize our hypothetical, interactive allocation chart. This simulates a simplified version of Dr. Markowitz's Nobel Prize winning process and tools used in designing actual portfolio allocations. By adjusting the amount of risk you are willing to take below, you can see how the asset allocation, standard deviation, and expected return change as well to keep the portfolio positioned on the Efficient Frontier.

  • Portfolio Composition
  • U.S. Large Stocks
  • U.S. Mid Stocks
  • U.S. Small Stocks
  • Foreign Stocks
  • U.S. Bonds
  • Foreign Bonds
  • Alternatives
  • Portfolio Statistics
  • Expected Return
  • Standard Deviation
  • Yield

The Portfolio Design Interactive Allocation Chart is for illustrative purposes only and should not be viewed as actual or recommended portfolio allocations. The sole purpose of the Portfolio Design Interactive Allocation Chart is to illustrate the general principles and concepts of Modern Portfolio Theory and the Efficient Frontier. While actual portfolios utilize software that helps in determining model asset allocation, the numbers used in this interactive allocation chart are in no way representative of the actual numbers that the software produces.