Fee-Based
Berthold Model Portfolios
Berthold Model Portfolios are unique asset allocation portfolios that have been developed over the past 21 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 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/ETFs |
Trend Following Construction up to 20% Portfolio | Exchange-Traded Funds, REITs, Commodities, up to 5 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 | Moderate to High |
Hybrid Asset Allocation | Mutual Funds/ETFs |
Trend Following Construction up to 20% of Portfolio | Exchange-Traded Funds, REITs, Commodities, Futures, up to 10 Equity/Bond Positions |
Model Size | $1 Million Minimum |