Someone is sitting in the shade today because someone planted a tree a long time ago. – Warren Buffet
STRATEGIES DESIGNED ON 6 INVESTMENT TENETS
All of our portfolio strategies are founded in our 6 investment tenets. We also create custom portfolios to construct the best overall asset allocation if you hold investments outside your Chrisilis’ accounts.
Learn More about our Investment Philosophies
Our most “aggressive” portfolio, this strategy is built for long-term, reward seeking investors. It has the largest allocation to stocks, foreign and U.S., as well as alternative investments.
Stocks have the largest swings in value, but have the greatest historical return over the long-term (10+ years). An investor tolerant of short-term declines in value and see opportunity in turbulent market conditions will be best suited for this strategy. Learn if Admiral is right for you.
This “progressive” allocation seeks to slightly reduce the risk of our aggressive portfolio, yet still focuses on long-term returns. Generally, this group of investors still has a long-term timeframe, but will experiences higher levels of discomfort in difficult market conditions. Also, new investors just starting to save and accumulate wealth may be directed into this portfolio because of their inexperience with the stock market.
Still poised to experience significant returns over the long-run, a slightly larger allocation to fixed income will minimize the impact of bear markets. Learn if Morpho is right for you.
This strategy gives a similar allocation weighting to equities and fixed income. It is truly a middle ground when considering both timeframe and risk tolerance.
For those investors with extended timeframes but uncomfortable with swings in value, this is a popular portfolio. This balanced approach gives equal consideration to both long-term return and risk. Learn if Monarch is right for you.
This “conservative” strategy allocates nearly 60% of your money to Fixed Income. This group of investors start to focus more on risk reduction than long-term return.
Investors with shorter timeframes and a lower risk tolerance will be most successful in this portfolio. Much of the gains will come from regular payouts from the bond ETFs. Swallowtail investors prefer lower risk and stable portfolio values over the prospect of higher returns. Learn if Swallowtail is right for you.
Fixed Income ETFs make up the majority of our most “cautious” strategy. Investors with this allocation will have shorter timeframes and have a significant concern about large declines in value.
This portfolio will have larger income payouts, as a significant portion of the long-term gains in this allocation will come from interest and dividend payments. These investors are primarily concerned with risk and capital preservation. Learn if Lacewing is right for you.
Which Portfolio Suits You Best?
Take our Risk Assessment to find the portfolio that best matches your investment style.