R. Karras, Asset Management & Planning, LLC.
Robert Karras, CFP®, CLU®, ChFC®

CONNECT

Address:

5005 Rockside Road
Suite 600
Independence, OH 44131

Phone:

216-573-3788

Fax/Other:

216-573-3786

Model Portfolios

R. Karras, Asset Management utilizes 6 model portfolios which provide allocations encompassing 17 asset classes that mirror a client's risk tolerance. Three portfolios focus primarily on growth while the other three focus primarily on fixed income. Within the categories of growth and fixed income, portfolios are further broken within the asset classes to determine how aggressive or conservative a porftolio should be based on a client's risk tolerance.  

Listed below are our base benchmark portfolios: 

  • Aggressive Growth 
     
  • Moderate Growth 
     
  • Conservative Growth 
     
  • Aggressive Income
     
  • Moderate Income
     
  • Conservative Income


Within each portfolio, a set percentage is allocated to each specific asset class to provide diversification and minimize total risk.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck