Disciplined Model Portfolio Approach

Disciplined Model Portfolio Approach

Our Index-Allocation-Plus approach allows us to offer clients dynamic investment options.

Portfolio Management Tenets

Investment Model Portfolios built with 5 core investing
principles in mind.

Minimize Cost

We aim to minimize costs by utilizing index funds as a core component of our investment strategy and implementing a passive management strategy, where appropriate. This approach provides the potential for capturing market returns rather than attempting to outperform it through frequent buying and selling. This approach aims to reduce transaction and minimize portfolio management costs.

Minimize Taxes

We strive to minimize tax-drag to optimize after-tax returns for our clients. We aim to achieve this by utilizing ETFs and implementing Direct Indexing SMAs. ETFs offer tax efficiency due to their unique structure, allowing investors to minimize capital gains distributions. Additionally, we implement Direct Indexing SMAs, which provide the flexibility to customize portfolios and selectively harvest tax losses to offset gains. This strategy helps to minimize taxable income, optimize tax efficiency, and potentially enhance after-tax returns for our clients.

Prioritize Liquidity

We aim to prioritize liquidity across models by selecting investment solutions with potentially attractive liquidity characteristics.

Dutiful Monitoring

Regional Investment Advisors, LLC model portfolios are monitored on a daily basis to ensure proper alignment.

Timely Rebalance & Reallocation

Portfolios are rebalanced and reconstituted according to their unique frequency.
*Disclosure: Portfolio Management Tenets are objectives. There can be no assurance that these objectives will be met.

Investment Models

Strategy and Objective Summaries

Passive

The Regional Investment Advisors, LLC Index strategy seeks to provide investors with exposure to broad US equity indices.

Active Passive

The Regional Investment Advisors, LLC Alpha strategy seeks to provide investors with exposure to potentially high-growth sectors and industries of the global economy.

Asset Allocation

The Regional Investment Advisors, LLC Balanced Model is an investment model solution that seeks to provide investors with exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Passive

The Regional Investment Advisors, LLC Index strategy seeks to provide investors with exposure to broad US equity indices.

Active Passive

The Regional Investment Advisors, LLC Alpha strategy seeks to provide investors with exposure to potentially high-growth sectors and industries of the global economy.

Asset Allocation

The Regional Investment Advisors, LLC Balanced Model is an investment model solution that seeks to provide investors with exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Asset Allocation

The Regional Investment Advisors, LLC Balanced with Growth Model is an investment model solution that seeks to provide investors with exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Asset Allocation

The Regional Investment Advisors, LLC Growth strategy seeks to employ an asset allocation investing discipline that provides investors with potential exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Asset Allocation

The Regional Investment Advisors, LLC Aggressive Growth strategy seeks to employ an asset allocation investing discipline that provides investors with potential exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Asset Allocation

The Regional Investment Advisors, LLC Balanced with Growth Model is an investment model solution that seeks to provide investors with exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Asset Allocation

The Regional Investment Advisors, LLC Growth strategy seeks to employ an asset allocation investing discipline that provides investors with potential exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Asset Allocation

The Regional Investment Advisors, LLC Aggressive Growth strategy seeks to employ an asset allocation investing discipline that provides investors with potential exposure to broad asset classes including: US Equities, International Equities, Real Assets, and Fixed Income.

Relative Strength Individual Stock

The Regional Investment Advisors, LLC Relative Strength Global Blue Chip Leaders Model is an investment model solution that seeks to provide investors with exposure to companies that are global business leaders with strong fundamental quality. A relative strength screen is applied to potentially identify companies that exhibit strong technical quality.

Relative Strength Individual Stock

The Regional Investment Advisors, LLC Relative Strength US Dividend strategy seeks to provide investors with exposure to US companies that potentially exhibit strong dividend characteristics and fundamental quality. A relative strength screen is applied to potentially identify companies that exhibit strong technical quality.

Relative Strength Individual Stock

The Regional Investment Advisors, LLC Relative Strength Global Blue Chip Leaders Model is an investment model solution that seeks to provide investors with exposure to companies that are global business leaders with strong fundamental quality. A relative strength screen is applied to potentially identify companies that exhibit strong technical quality.

Relative Strength Individual Stock

The Regional Investment Advisors, LLC Relative Strength US Dividend strategy seeks to provide investors with exposure to US companies that potentially exhibit strong dividend characteristics and fundamental quality. A relative strength screen is applied to potentially identify companies that exhibit strong technical quality.
*Disclosure: There can be no assurance that investment strategies or objectives can or will be met.