Strategies for Managed Portfolios

Allio's managed portfolios are curated investment solutions designed to align with diverse financial goals and risk tolerances. By leveraging a range of investment approaches, these portfolios aim to optimize returns while managing risk effectively. Each portfolio is carefully crafted to address specific market opportunities and investor preferences.

A managed portfolio is an investment account that is actively overseen by financial professionals who make decisions about asset allocation, selection, and management on behalf of the investor.

This approach offers a hands-off experience, allowing investors to benefit from expert insights, continuous monitoring, and strategic adjustments without the need for active personal involvement. Managed portfolios are tailored to meet individual financial objectives, considering factors such as time horizon, risk tolerance, and investment goals.

Allio offers a suite of distinct investment approaches within its Managed Portfolios, each designed to cater to different financial goals and market conditions. You can use the links below to jump down to an overview of each option.

Macro

Smart Beta

Growth

Dividend

Risk Parity

Value

Trend Following

Disruptive Technologies

Dynamic Yield

The core Macro portfolio is built with a mix of different types of investments, including stocks, bonds, and other asset classes. This approach is designed to provide strong long-term returns while helping to minimize the risk of major losses. By spreading investments across different areas of the market, this portfolio seeks to balance growth potential with risk management.

Allio's Smart Beta portfolio blends traditional index investing with additional strategies that focus on specific characteristics, like stocks that are undervalued or have strong momentum. This mix aims to improve returns and reduce risk compared to a standard index fund by following a structured, rules-based approach to investing.

The Growth portfolio is designed for investors who are looking for higher long-term returns and are comfortable with some ups and downs in the market. It focuses on companies that have shown strong earnings growth in the past and are expected to continue growing in the future.

The Dividend portfolio is aimed at investors who want to earn regular income from their investments. It prioritizes companies that have a history of paying strong and growing dividends. This approach can provide steady cash flow while also offering the potential for long-term growth.

The Risk Parity portfolio is built to spread risk more evenly across different types of investments. Instead of simply dividing money between stocks and bonds, this approach adjusts allocations based on how much risk each asset brings to the portfolio. The goal is to create a more stable investment experience that can perform well in different market conditions.

The Value portfolio focuses on finding stocks that appear to be priced lower than they should be based on company fundamentals. It invests in businesses that have solid financials but may be overlooked by the market, with the expectation that their stock prices will rise as their true worth becomes more recognized.

The Trend Following portfolio seeks to take advantage of market momentum by investing in assets that are already moving in a clear direction. It buys investments that are trending upward and avoids or sells those that are declining. This approach aims to capture gains by following established market trends.

The Disruptive Technologies portfolio focuses on companies that are at the forefront of innovation and technological change. It invests in businesses that are developing groundbreaking advancements, such as artificial intelligence, renewable energy, and biotech, with the potential to reshape industries and drive significant long-term growth.

The Dynamic Yield portfolio is designed to make the most of your cash by investing in short-term, low-risk assets like treasury bonds that offer competitive yields. By constantly scanning the market for the best available options, this approach seeks to maximize returns while keeping risk to a minimum.