Model Portfolios

Capital preservation focus. Heavy bond and defensive allocation designed for lower volatility research profiles.

Classic 60/40-inspired allocation balancing growth and stability across stocks, bonds, and alternatives.

Equity-focused allocation emphasizing innovation, platform businesses, and long-term compounding themes.

Income-oriented educational allocation focused on dividend growers, yield ETFs, and REIT exposure.

Signal-driven allocation built from Quant Lucid Opportunity, Momentum, and Conviction scores.

Quantitative multi-factor strategy optimizing for risk-adjusted allocation research across quality, value, and momentum.