Model Portfolio Design

Plan participants possess varying degrees of investment expertise, yet the decisions they make regarding asset allocation can significantly affect their investment performance. To respond to this challenge, MidAtlantic offers customized model portfolios that range from conservative to aggressive. These portfolios are allocated based on how the various funds in the portfolio complement each other.

Our models help participants:

  • Reduce risk with proper asset allocation - without decreasing their earning potential
  • Utilize portfolios that vary from conservative to aggressive
  • Match their specific time horizon, goals and risk tolerance to an asset allocation that is appropriate to their individual situation

Newsletter Sign Up

Can We Help?

If you have friends or family members who need unbiased advice, please feel free to have them contact us.

We are available to provide an objective complimentary investment analysis of their current situation.

For more information or to schedule an appointment, please contact us.This email address is being protected from spambots. You need JavaScript enabled to view it.

 

CONTACT US

MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

info@midatlantic-capital.com

©2018 MidAtlantic Capital Management, Inc. All rights reserved.

Top