Portfolio Design Advisors

Experienced professionals in portfolio design and construction

Experienced professionals in portfolio design and construction

Experienced professionals in portfolio design and constructionExperienced professionals in portfolio design and constructionExperienced professionals in portfolio design and construction

News and Commentary

Weekly Insight

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Portfolio Design Advisors produces a Weekly Insight that discusses macro-economic developments and key market commentary.

Quarterly Focused Model Statistics

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PDA provides you with all the quarterly performance and statistics so you can understand the factors that are important to you.

Quarterly Strategic Asset Allocation Model Statistics

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Interested in how the Strategic Asset Allocation Models performed last quarter? PDA provides detailed quarterly statistics.

Quarterly Dynamic Asset Allocation Model Statistics

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All the information you need to understand this past quarter's Dynamic Asset Allocation Models' statistics are available by requesting additional information.

Large Cap Dividend Payer Quarterly Fact Sheet

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The quarterly fact sheet includes the Investment Approach and Strategy along with current statistical information.

Pure U.S. Equity Quarterly Fact Sheet

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The quarterly fact sheet includes the Investment Approach and Strategy along with current statistical information.