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Quarterly Review

North Harbor Wealth

KL

Personalized multi-asset portfolios, built on T. Rowe Price models.

Target Allocation Active — Balanced

Target Allocation

Seeks long-term total return through a strategically weighted mix of actively managed equity and fixed income strategies.

“Here's a summary of how your portfolio is positioned this quarter. Let's review at our upcoming meeting.”

Asset allocation

  • Equity60.0%
  • Fixed income38.0%
  • Cash2.0%

Performance

YTD

+4.5%

1 Year

+7.7%

Since inception

+2.7%

Expense ratio

0.21%

Benchmark: Blended Global 60/40 Index

Talking points

  • Your portfolio stays diversified across stocks and bonds so no single market move drives the outcome.
  • We keep costs low, which means more of the return stays in your account over time.
  • Performance is measured against a clear benchmark so we can judge results objectively.
  • We review the allocation regularly and adjust only when your goals or the market picture change.

Included materials

  • Model Viewpoint
  • Factsheet
  • Performance Summary
KL

Kennedy Lynn

North Harbor Wealth

Prepared Sep 24, 2026

Prototype preview — generated packs are illustrative. Data is fictional and not investment advice.