Portfolio Models

Aspire Advisors offers a wide range of portfolio models to meet a variety of needs. We will work with you to select the portfolio that best aligns with your investment time horizon, risk tolerance, growth targets, income needs, and financial goals.

Capital Preservation Portfolio

Targets a yield that is competitive with banking instruments, such as 5-year Certificate of Deposits (CDs). The fund is more liquid than a CD, but it is subject to the volatility and credit risks associated with the government bond market, investment-grade corporate bond market, and high-yield loan market.

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Conservative Portfolio

Targets a yield that is competitive with fixed-interest accounts and stable-value funds. The fund is subject to the volatility and credit risks associated with the government bond market, investment-grade and high-yield corporate bond market, and high-yield loan market.

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Conservative Moderate Portfolio

Focused on generating a total return through a combination of yield on fixed-income securities and capital appreciation through a conservative equity allocation.

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Moderate Portfolio

Focused on a balanced allocation of fixed-income and equity securities. The objective is a blend of income and growth. Equity allocation is weighted in large-cap domestic stocks, but the portfolio has exposure to both mid-cap domestic and large-cap international equities.

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Moderately Aggressive Portfolio

More heavily weighted in equities than in fixed income, and relies heavily on capital appreciation for portfolio growth. Allocations shift more risk into small-cap domestic and large- or mid-cap international equities.

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Aggressive Portfolio

Heavily weighted in equities with minimal exposure to fixed income. This model focuses almost purely on growth through capital appreciation. Equity exposure in the portfolio ranges from large-cap domestic (lower risk) to small-cap emerging markets (higher risk).

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Ultra-Aggressive Portfolio

Focused on aggressive growth with heavy weighting toward emerging markets. The portfolio is subject to higher political, regulatory, and currency risks, and offers a greater potential for growth.

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Equity Allocation Portfolio

Aspire Advisors’ Equity Allocation Portfolio is 100% invested in equities, with no exposure to fixed income. This model focuses entirely on long-term capital aprreciation and growth through investment in a broadly diversifed portfolio of equities.

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