Counterpoint Risk & Return-Optimized Model Portfolio Allocation Sheet

Defensive diversifier strategies designed to improve portfolio resilience and drive long-run performance.

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, quantitative process to traditional equity and fixed income selection, while maintaining strategic allocations to proven diversifier funds focused on reducing volatility and optimizing long-run returns.

Five risk profiles. One disciplined framework.

From Aggressive (80/20) to Conservative (20/80) and All Fixed Income, each portfolio is built to deliver distinct, lower-correlated exposure across US equity, international equity, commodities, and fixed income. Calibrated to match your clients’ goals without sacrificing resilience.

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