Advisory & Investment Services

Model Wealth Portfolios

At Transitioned Portfolios, Inc. we are committed to your success and finding the right strategy for you. We pair our advice, knowledge and experience with the dynamic offerings of Model Wealth Portfolios to help us craft this strategy. Each portfolio is individualized to match client risk preferences and meet investment objectives ranging from Aggressive Growth to Income with Capital preservation.

Model Wealth Portfolios (MWP) are centrally managed fee-based portfolios constructed by LPL Financial Research. Investment choices include mutual funds and exchange-traded products (ETPs). The portfolios benefit from ongoing monitoring, rebalancing, and tax management services implemented by the LPL Financial Overlay Portfolio Management Group. There's no assurance that the Model Wealth Portfolio accounts discussed are suitable for all investors or will yield positive outcomes. Investing involves risk, including possible loss of principal.

The Model Wealth Portfolios platform accommodates many account types, including Individual, Joint and Traditional, Rollover, Roth or SEP IRA’s.

New Account Minimum: $300,000

Model Wealth Portfolio clients receive, annually, 10 complimentary consulting hours to be utilized over following twelve month period. Unused hours may be gifted to an individual, or individuals, of your choice: family members, friends or business associates.

Click here to learn more about Hourly Consulting.

Riskalyze

We believe that all investors need to be invested within the bounds of their personal tolerance for risk and volatility. This is a contrarian viewpoint to many advisors, who believe that the needs of their client’s comprehensive financial plan should drive the amount of risk they take in their personal and retirement portfolios.

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Curious as to how Riskalyze works? Click here for a short video.

Click here to discover your Risk Number

 

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss

Hourly Consulting

Hourly Consulting is a flexible and affordable option if you are seeking financial guidance delivered in a deliberate goal-oriented manner. Hourly Consulting may also be used as a “second opinion” service for financial recommendations received elsewhere.

Consulting fees are billable at $150 per hour. The first "get to know you" hour is complimentary.

Click here to learn more about this service.

 

Brokerage Accounts

Hourly Consulting Clients whose investment accounts have yet to reach the Model Wealth Portfolios new account minimum of $300,000 may request the option to establish a traditional brokerage account.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.