Asset Class: Allocation

  • Vector Allocation โ€“ 15% To 30% Equity

    A conservative allocation strategy that invests 15% to 30% in equities, with the remainder in short to mid-term U.S. fixed income, rebalanced quarterly for stability and growth.

  • Vector Allocation โ€“ 30% To 50% Equity

    A moderate allocation strategy with 30% to 50% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to support growth and income.

  • Vector Allocation โ€“ 50% To 70% Equity

    A growth-focused allocation strategy with 50% to 70% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.

  • Vector Allocation โ€“ 70% To 85% Equity

    An aggressive allocation strategy with 70% to 85% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to preserve target mix.

  • Vector Allocation โ€“ 85%+ Equity

    A high-equity allocation strategy with 85% or more in stocks and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.

  • Vector Convertibles

    A hybrid strategy that invests in convertible bonds and preferred stock to capture equity-like upside while preserving some of the income and safety of traditional bonds.

  • Vector Tactical Allocation

    A tactical allocation strategy that actively adjusts regional equity and bond sector exposures, targeting both growth and income with frequent, material shifts in positioning.

  • Vector Target Date Retirement

    A conservative target date retirement strategy for retirees that balances stocks, bonds, and cash to provide steady current income throughout retirement, customized to client goals.

  • Vector World Allocation

    A world allocation strategy focused on capital appreciation and income through diversified exposure to stocks, bonds, and cash across developed global markets.