SciVest Asset Allocation Portfolios

The Cornerstone of our Investment Platform

• Investment Concept

  The SciVest Customized Asset Allocation Program provides investors with a pension/endowment investment approach – that is, the Program has a long-term (10+ year), forward-looking investment view implemented using a disciplined, ultra-diversified, index-based investment approach at ultra-low cost. The Program seeks to maximize long-term (10+ year) return for a pre-set fixed overall portfolio “risk budget” which is determined by investor risk tolerance and/or other objectives and constraints. The SciVest Customized Asset Allocation Program’s recommended asset allocation is derived from a quantitative, rules-based investment management approach.

  Typically, an investor’s portfolio holdings will consist of 7 to 15 low-cost, liquid ETFs and other funds/strategies (which may also include allocations to SciVest’s single stock strategies). The Program forms the underlying asset allocation basis for most SciVest separately managed accounts.

• Investment Objective

  The SciVest Customized Asset Allocation Program has the objective of delivering investors long-term capital appreciation and moderate income through investment in a number of asset classes that are captured by a series of index-based ETFs and other funds/strategies. 

• Investment Risk

  SciVest offers multiple asset allocation strategies that emphasize stability, income, and balanced growth - each tailored to different risk levels. These strategies are designed to meet your financial goals while managing varying degrees of risk. See the following slide for our nine risk categories.

• Investment Strategy

  SciVest's asset allocation strategy aims to invest across the fixed income, equity and alternative macro-asset classes. SciVest currently considers over 100 sub-asset classes for potential inclusion in an investor’s portfolio. Each investor’s portfolio is individually selected from a large number of possibilities, depending upon the individual investor’s risk tolerance and/or other objectives and constraints.