Award Winning Registered Investment Advisor*

Allocation Editor – Core & Alt

Core Portfolio & Alt Income Allocation

Hierarchical editor • Alt Income items are part of Core • Changes sync automatically • Click any cell to edit

Core Portfolio

Target 100% • Alt Income items highlighted in gold • Click cells to edit
100.0%
Total Allocation
Total: 100.0%
NamePercentage

Alt Income (Subset of Core)

These items are also in Core Portfolio • Changes sync automatically
15.2%
Total Allocation
Total: 15.2%
NamePercentage