Why a model portfolio?
Introducing models to a client who has always held a bespoke portfolio
How to open
- “Your plan hasn't changed — how we implement it can get simpler and more consistent.”
- “Let me show you how professional model management frees up time we can spend on your planning.”
If the client says…
Isn't this just outsourcing my portfolio?
The strategy stays ours. The model gives us a disciplined research team handling day-to-day allocation so we can focus on tax, income and estate decisions.
My portfolio is unique to me.
Models are a starting point, not a straitjacket — we routinely customize sleeves for concentrated stock, legacy positions and tax lots.
What does this cost me?
Weighted expenses are typically comparable or lower than a hand-built lineup, with no additional strategist fee at this tier.
Proof points
- Consistent implementation across every household
- Documented, repeatable investment process
- Quarterly commentary you can forward directly
Model-specific talking points
Pick a model to layer portfolio-level detail on top of this guide.
Select a model above and we’ll draft talking points using its allocation, track record, cost and drawdown history.