A 60/40 portfolio holds 60% stocks and 40% bonds, a classic balanced allocation designed to capture growth while tempering volatility. Modern variations often add 5% to 15% in alternatives and use tax-managed direct indexing for the equity portion to help improve after-tax returns. The 60/40 framework remains a useful starting point, but the right mix depends on your goals, risk tolerance, and tax situation. A personalized allocation helps you balance growth and stability for your circumstances. Please remember, all investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will meet its objectives.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
