Model portfolios

GIA currently uses five different model portfolios from Aggressive to Very Conservative. All portfolios contain the same investments; however, as the portfolios become more conservative less weight is given to the stock investments and more weight is given to the bond investments to reduce risk.

Unique Process

GIA uses sound research to design portfolios that control risk and have experienced above-average returns over the long run. GIA does this by marrying non-correlated, healthy long-term asset classes.

Clients complete a simple risk questionnaire that helps their advisor to determine which model portfolio is best for them. Over time as tolerance for risk and time horizons change the client’s assets are moved into more conservative portfolios.