Model Portfolio

To allow for current and prospective clients to assess the efficacy of all HWCP risk tolerance profiling, asset allocation modeling, and manager search activities, a series of “Model Portfolios” have been created that correspond to each of the five investor Profiles referenced in the Risk Profiling section of this website.

Each Model Portfolio is designed to reflect the ultimate outcome of the HWCP decision making process relative to investor risk assessment, portfolio construction, and manager selection. As such, they represent the intellectual property and work product of the underlying HWCP methodologies. The “performance” of each Model Portfolio will be tracked on a daily basis and will be maintained on the HWCP website for clients and potential clients considering HWCP services.

HWCP Model Portfolios are not actively managed live investment portfolios. The portfolio performance is calculated weekly and is included on the HWCP website for illustrative purposes only.