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.