Managed Portfolios | AIM

Managed Portfolios | AIM


Managed Portfolios - Choose a tab for more information on each strategy
Active / Passive
ESG Active / Passive
Tax Sensitive ETF
Foundational Portfolios
Income Portfolios
Alternative Portfolio
Direct Indexing
Active / Passive Target Allocation Portfolios
  • Traditional, core, long term, diversified portfolios
  • Constructed with a combination of active mutual funds and passive ETF’s from a variety of fund families
  • Portfolios benefit from both alpha seeking active management and inexpensive passive management
  • Should be used to meet the majority of an investor’s goals
  • We provide transition tax optimization and periodic tax loss harvesting for taxable accounts
* The allocations shown for each portfolio are target allocations only and will fluctuate with changes in the market. Allocations may be adjusted over time and are subject to change without notice. Asset allocation and diversification are strategies used to mitigate risk, but they do not eliminate the risk of loss or guarantee a profit.
ESG Focused Target Allocation Portfolios
  • Invest in exclusively ESG oriented mutual funds and ETF's in every asset class
  • Core, long term, diversified portfolios that can be used for the majority of an investor’s goals
  • Combine strategies from a diverse set of fund families
  • We provide transition tax optimization and periodic tax loss harvesting for taxable accounts
* The allocations shown for each portfolio are target allocations only and will fluctuate with changes in the market. Allocations may be adjusted over time and are subject to change without notice. Asset allocation and diversification are strategies used to mitigate risk, but they do not eliminate the risk of loss or guarantee a profit.
Tax Sensitive ETF Target Allocation Portfolios
  • Core, long term, diversified portfolios will typically be used for taxable accounts
  • Appropriate for investors who are in the highest tax brackets or are very concerned about taxes
  • ETF’s have inherent tax advantages over other fund structures
  • We provide transition tax optimization and periodic tax loss harvesting for taxable accounts
* The allocations shown for each portfolio are target allocations only and will fluctuate with changes in the market. Allocations may be adjusted over time and are subject to change without notice. Asset allocation and diversification are strategies used to mitigate risk, but they do not eliminate the risk of loss or guarantee a profit.
Fundamental Target Allocation Portfolios
  • Basic asset allocation portfolios that invest in low cost ETF's
  • Designed to allow smaller accounts to have access to professionally managed, reasonably diverse investments
  • Able to be used with accounts as small as $1,000
  • Each portfolio invests in a maximum of five ETF's plus Cash
* The allocations shown for each portfolio are target allocations only and will fluctuate with changes in the market. Allocations may be adjusted over time and are subject to change without notice. Asset allocation and diversification are strategies used to mitigate risk, but they do not eliminate the risk of loss or guarantee a profit.
Income Portfolios
  • The Diversified Income Portfolio invests in active mutual funds and passive ETF’s. It targets the same risk level as a traditional diversified 50% equity and 50% bond portfolio (a popular risk level for retirees). It is a broadly diversified / core strategy and can be used for an investor’s entire investment program. Compared to our traditional Active/Passive 50% Equity portfolio, it trades off some long term growth for a higher level of annual income, for investors who value current income. The annual yield should typically be between 1 and 3% higher than a traditional diversified retirement portfolio.
  • The Focused High Income Portfolio invests in active mutual funds and passive ETF’s. It is a focused fund and is not as diversified as a typical core "all-in" asset allocation strategy. It is most often used as a component within a broadly diversified Investment Policy. The portfolio targets 50% exposure to equities. It targets a level of yield that is in the same range as High Yield Bonds (typically 4 to 8%), but the portfolio includes US and non-US equities, US and-non-US bonds, and alternatives to reduce interest rate sensitivity and overall drawdown risk relative to a simple high yield bond fund.
Alternative Multi-Asset Portfolio
  • Invests in a broad range of alternative and non-core asset classes
  • Offer the potential to lower risk and increase return
  • Incorporates both inexpensive index based strategies and active investment strategies
  • We provide transition tax optimization and periodic tax loss harvesting for taxable accounts
* The allocations shown for each portfolio are target allocations only and will fluctuate with changes in the market. Allocations may be adjusted over time and are subject to change without notice. Asset allocation and diversification are strategies used to mitigate risk, but they do not eliminate the risk of loss or guarantee a profit.
Direct Indexing Portfolios
  • Provide inexpensive diversified market beta
  • Enable investors to benefit from tax loss harvesting to improve after tax returns
  • Investors can customize their portfolio to exclude sectors or stocks
  • We provide transition tax optimization and periodic tax loss harvesting for taxable accounts
* The allocations shown for each portfolio are target allocations only and will fluctuate with changes in the market. Allocations may be adjusted over time and are subject to change without notice. Asset allocation and diversification are strategies used to mitigate risk, but they do not eliminate the risk of loss or guarantee a profit.
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