Counterpoint Risk & Return-Optimized Model Portfolio Allocation Factsheet

The Counterpoint Risk & Return-Optimized Model Portfolio Series offers advisors an all-in-one portfolio solution that takes the emotion out of asset allocation. Each model applies a systematic, artificial intelligence driven quantitative process to traditional equity and fixed income selection, while maintaining strategic allocations to diversifier funds focused on reducing volatility and optimizing long-run returns.

Calibrated to match your clients’ goals without sacrificing resilience, the Counterpoint Risk & Return Optimized Portfolio Model Series is offered across five risk profiles:

100% Equity Model Portfolio
80/20 Model Portfolio
60/40 Model Portfolio
40/60 Model Portfolio
20/80 Model Portfolio

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