Galleon Core Accounts

Ultra-low-fee solutions for long-term investors

Navigator Tactical Allocation

Navigator Tactical Allocation Accounts strive to provide capital appreciation and current income by actively shifting allocations across investments. These portfolios have  MORE…

Navigator World Allocation

Navigator World Allocation Accounts strive to provide both capital appreciation and current income by investing in three major areas: stocks, bonds, and cash. The portfol MORE…

Navigator Convertibles

Navigator Convertible Bond Accounts strive for capital-appreciation potential of stock portfolios while also supplying some of the safety and yield of bond portfolios. It MORE…

Navigator Allocation 85+

Navigator Allocation—85%+ Equity Accounts strive for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The a MORE…

Navigator Allocation 70/85

Navigator Allocation—70% to 85% Equity Accounts strive for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. MORE…

Navigator Allocation 50/70

Navigator Allocation—50% to 70% Equity Accounts strive for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. MORE…

Navigator Allocation 30/50

Navigator Allocation—30% to 50% Equity Accounts strive for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. MORE…

Navigator Allocation 15/30

Navigator Allocation—15% to 30% Equity Accounts strive for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. MORE…

1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.

2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.