Model Portfolios for HNWIs — Risk Discipline and Return

Download the PDF presentation of Model Portfolios created for investors with capital from $100K up to $300K. We design portfolios according to the Risk-Adjusted Return principle: we do not chase “Absolute” return, but increase efficiency per unit of risk. We use Sharpe, Treynor, Jensen’s Alpha metrics, Beta control, asset class diversification and planned rebalancing. Three ready-made Model Portfolios — Conservative, Moderate, Aggressive — with transparent goals and corridors. Get a structured model and apply disciplined risk management.

Key principles:

Risk-Adjusted Return
Beta and volatility control, rebalancing according to plan
Diversification by asset classes and factors
Transparent metrics: Sharpe / Treynor / Jensen’s Alpha

Download PDF presentation

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Model Portfolio price: 1500 USD

Provided within one week of payment.

If necessary, you will receive:

an expert assessment of your risk tolerance;
a consultation on opening an account with an international broker;
a consultation on macroeconomics and one-year expectations;
a consultation on reducing tax expenses;
expert support for 3 months.

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