Retirement Income — Income Preservation

IncomeIncome Models

20% Equity / 75% Fixed Income · Hybrid implementation · Last reviewed 2026-04-10

ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Diversified Income Composite

AI insights

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Implemented AUM

$26.8M

Across this model

Books & households

Live implementations

Avg. drift

3.2%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Cross-book implementation health for this model

Rebalance dueLast rebalance 2026-07-14 · Next window 2026-08-12

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Reyes IRA Rebalanced 2026-03-13	$9.4M	Schwab	0.5%	On track
Patel Joint Rebalanced 2026-05-11	$5.6M	Fidelity	4.5%	Rebalance due
Vance Legacy Rebalanced 2026-03-11	$3.7M	Raymond James	5.4%	Drift detected
Ashford Family Trust Rebalanced 2026-01-10	$8.1M	Pershing	2.3%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$3.2M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.6M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.7M notionalScheduled

Automated updates flow from the model construction version.

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

Across this model's books

Implementation status

Rebalance due

Roll-up across books

Prototype — connected custodian feeds are illustrative.