Berthold Model Portfolios

Berthold Model Portfolios are unique asset allocation portfolios that have been developed over the past 16 years. These models go beyond the scope of traditional asset allocation. The Hybrid and Trend Models use a fee-based asset management arrangement. These portfolios and services are offered through Commonwealth Financial Network® (see ADV Part II).

Berthold Model Portfolios use a combination of traditional and nontraditional investments following strategies to leverage a variety of asset classes and securities. We believe that by broadly diversifying assets among these investment options, our clients have a better chance to outpace inflation and potentially boost portfolio performance while helping to smooth out the market's ups and downs. Diversification does not ensure a profit or protect against a loss in declining markets.

Berthold Model Portfolios describe a unique style of asset allocation. Once a client's risk tolerance, time horizon, and investment objectives have been identified, an Investment Policy Statement is crafted and signed, and an asset allocation model is built for the investor. We use the following five investment objective descriptions:

  • Conservative
  • Capital Preservation
  • Moderate
  • Growth
  • Aggressive Growth

Berthold Hybrid Model Portfolio

Investment Objective Selection Conservative, Capital Preservation, Moderate, Growth, Aggressive Growth
Trading As Required
Portfolio Turnover Low-Moderate
Hybrid Asset Allocation Mutual Funds, Exchange-Traded Funds, REITs, Commodities
Model Size $100,000.00 Minimum

 

Berthold Trend Model Portfolios

Investment Objective Selection Conservative, Capital Preservation, Moderate, Growth, Aggressive Growth
Trading As Required
Portfolio Turnover Low-Moderate
Hybrid Asset Allocation Mutual Funds
Trend Following Construction up to 20% Portfolio Exchange-Traded Funds, REITs, Commodities 5-10 Equity/Bond Positions
Model Size $250,000.00 Minimum

 

Investment Objective Selection Conservative, Capital Preservation, Moderate, Growth, Aggressive Growth
Trading Frequently (as Required)
Portfolio Turnover High
Hybrid Asset Allocation Mutual Funds
Trend Following Construction up to 20% of Portfolio Exchange-Traded Funds, REITs, Commodities, Futures 10-15 Equity/Bond Positions
Model Size $1 Million Minimum