Retirement Income — Conservative Income

IncomeIncome Models

30% Equity / 66% Fixed Income · Hybrid implementation · Last reviewed 2026-05-11

ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Diversified Income Composite

AI insights

Generate a briefing on positioning, performance, and risk for Retirement Income — Conservative Income.

Implemented AUM

$26.2M

Across this model

Books & households

Live implementations

Avg. drift

2.2%

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 2026-02-13	$2.0M	Pershing	2.2%	On track
Nguyen Profit-Share Rebalanced 2026-01-13	$9.5M	Schwab	5.7%	Drift detected
Okafor Retirement Rebalanced 2026-03-12	$7.2M	Raymond James	2.1%	Rebalance due
Whitmore Household Rebalanced 2026-06-15	$5.1M	Fidelity	0.7%	Rebalance due
Okafor Retirement Rebalanced 2026-04-17	$2.4M	Schwab	0.4%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$3.1M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.6M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.6M 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.