Model Portfolio

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In October 19, 2019
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Model portfolios are a diversified group of ETFs, mutual funds, closed end funds, or even stocks and bonds that are grouped together and seek to achieve an investor’s goal or to provide an expected return with a corresponding amount of risk. Model portfolios can be active or passively managed.

Model portfolios assist advisers and investment managers provide consistent investment allocations to various clients. Client accounts invested in model portfolios are usually done so through unified or separately managed accounts (UMA/SMA).