[vc_row full_width=”stretch_row_content” equal_height=”yes” css_animation=”fadeIn” css=”.vc_custom_1659934731647{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}” el_class=”swap-on-mobile”][vc_column css_animation=”none” width=”1/2″ el_class=”account-type-r1-col-1″ el_id=”seven-step” css=”.vc_custom_1661337387607{margin-bottom: 100px !important;}”][bsf-info-box icon_size=”32″ el_class=”account-type-left” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato|variant:700″ desc_font_style=”font-weight:700;” desc_font_color=”#ffffff” css_info_box=”.vc_custom_1661337243266{margin-bottom: 0px !important;padding-bottom: 0px !important;}”]ASSET ALLOCATION MODELS
[/bsf-info-box][bsf-info-box icon_size=”32″ title=”Balanced Portfolios” el_class=”account-type-left” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato”]Balanced portfolios are for investors comfortable with short-term price fluctuations, moderate growth, and a mid-to-long-term investment horizon.[/bsf-info-box][bsf-info-box icon_size=”32″ title=”1-844-GALLEON” el_class=”contact” title_font=”font_family:Lato|font_call:Lato”]Monday through Friday, 8 a.m. to 8 p.m., EST[/bsf-info-box][/vc_column][vc_column css_animation=”none” width=”1/2″ css=”.vc_custom_1659935188712{background-image: url(https://g3k2f4x6.rocketcdn.me/wp-content/uploads/2022/05/Original38.jpg?id=118341) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”account-type-r1-col-2″][/vc_column][/vc_row][vc_row equal_height=”yes” css_animation=”fadeIn” bg_type=”bg_color” bg_color_value=”#ffffff” css=”.vc_custom_1661337409057{margin-top: -100px !important;padding-top: 35px !important;}”][vc_column css_animation=”fadeIn”][vc_custom_heading text=”Galleon Asset Allocation Models” font_container=”tag:h2|font_size:45|text_align:center” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal” css_animation=”fadeIn”][/vc_column][/vc_row][vc_row equal_height=”yes” bg_type=”bg_color” bg_color_value=”#ffffff” css=”.vc_custom_1656233920778{padding-bottom: 25px !important;}”][vc_column css_animation=”fadeInLeft” width=”1/6″][/vc_column][vc_column width=”2/3″][bsf-info-box icon_size=”32″]These allocation models can determine how much you want to invest in stocks or bonds. Our models portray some common different goals-based investment strategies. Keep in mind that there’s no correct or incorrect model, so it’s important to pay close attention to what feels best for your goals and risk tolerance.

Flagship Services: for wealth management clients, we also offer custom, on-demand asset allocation models which include detailed analysis, custom benchmarking, periodic contribution or withdrawal cashflows scenarios, and private client portfolio rebalancing strategies.[/bsf-info-box][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][bsf-info-box icon_size=”32″ title=”Balanced” el_class=”asset-all-header” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato” desc_font_color=”#000000″]A balanced portfolio invests in both stocks and bonds to reduce potential volatility. An investor seeking a balanced portfolio is comfortable tolerating short-term price fluctuations, is willing to tolerate moderate growth, and has a mid- to long-range investment time horizon.[/bsf-info-box][ult_tab_element tab_style=”Style_3″ tab_animation=”Fade” tab_title_color=”#000000″ tab_background_color=”#ffffff” tab_hover_title_color=”#2aa2ff” tab_hover_background_color=”#ffffff” acttab_title=”#2aa2ff” acttab_background=”#ffffff” tabs_border_radius=”0″ disp_icon=”Disables” resp_type=”Accordion” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:regular” desc_font_family=”font_family:Lato|font_call:Lato” title_font_style=”font-weight:normal;font-style:normal;” el_class=”asset-allocation-tabs”][single_tab title=”Easy view” tab_id=”easy-view-balanced”][vc_row_inner css=”.vc_custom_1656233808098{padding-top: 50px !important;}”][vc_column_inner width=”1/2″][vc_column_text css=”.vc_custom_1656234570866{margin-top: 0px !important;padding-top: 0px !important;}” el_class=”chart-container”]

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Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$156,407
End Balance (inflation-adjusted)$61,990
Annualized return8.17%
Annualized return (inflation-adjusted)5.35%
Best year25.22%
Worst year-11.78%
Stock Market Correlation (risk)0.94

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Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$187,009
End Balance (inflation-adjusted)$74,118
Annualized return8.73%
Annualized return (inflation-adjusted)5.89%
Best year26.98%
Worst year-15.99%
Stock Market Correlation (risk)0.97

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Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$221,337
End Balance (inflation-adjusted)$87,724
Annualized return9.25%
Annualized return (inflation-adjusted)6.40%
Best year28.74%
Worst year-20.20%
Stock Market Correlation (risk)0.99

[/bsf-info-box][/vc_column_inner][/vc_row_inner][/single_tab][single_tab icon=”Defaults-pie-chart” title=”Detailed view” tab_id=”detailed-view-balanced”][vc_row_inner][vc_column_inner][pvfw-embed viewer_id=”123271″ iframe_title=”Galleon Asset Allocation Balanced Models”][/vc_column_inner][/vc_row_inner][/single_tab][/ult_tab_element][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1655419777020{padding-top: 35px !important;padding-bottom: 35px !important;background-color: #34afa7 !important;}”][vc_column width=”1/2″ el_class=”fees-l”][ultimate_heading main_heading=”Lower investment costs keep more of your money working for you” main_heading_color=”#ffffff” sub_heading_color=”#ffffff” alignment=”right” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:700″ main_heading_style=”font-weight:700;” main_heading_font_size=”desktop:30px;” sub_heading_font_family=”font_family:Lato|font_call:Lato” sub_heading_font_size=”desktop:18px;”]See how we keep your long-term costs down, so you have a better chance of long-term investing success.[/ultimate_heading][bsf-info-box icon_size=”32″ el_class=”fee-notes” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato” title_font_color=”#ffffff” desc_font_color=”#ffffff” desc_font_size=”desktop:14px;” css_info_box=”.vc_custom_1655470261837{padding-top: 35px !important;}”]*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.[/bsf-info-box][/vc_column][vc_column width=”1/2″ el_class=”fees-r”][bsf-info-box icon_size=”32″ title=”Fees over ten years” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato” title_font_color=”#ffffff” desc_font_color=”#ffffff”]We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. 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1. The results generated by our core builder represent a goal commonly shared by many investors, not a recommendation to buy or sell any security or invest any amount of money. We have identified several goals that are common to most investors. However, it is possible that some or all of these goals do not align with your specific goals and objectives. Results are based on criteria relevant to the particular goal, asset class, category, and other factors as presented on this website. Each investor's goals, tolerance and capacity for risk, and overall suitability may not be represented in these results. We strongly recommend you discuss your goals with a financial advisor.

The information and services provided on this website are intended for persons in the US only.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

Nothing on this website should be taken as advice to buy or sell any investment product. Speak to your financial advisor before investing.

Brokerage and insurance products: Are not deposits • Are not FDIC-insured • Are not insured by any federal government agency • Are not guaranteed by the bank or any affiliate of the bank • May lose value
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