A “Deliciously-Designed” Multi-Asset Portfolio
This complimentary 7Twelve® PDF will show you the investment philosophy behind 7Twelve® portfolio design, which can be related to a fine salsa recipe! With the S&P 500 volatility index having gone crazy with no end in sight, it may make sense to consider a multi-asset portfolio to bring some sense of stability.
This is a high-level overview and is intended for educational purposes only. Past performance is not indicative of future performance. Contact Us to help you determine if this is a proper investment strategy for you.
7Twelve® is a set of multi-asset portfolios designed and owned by Craig L. Israelsen, Ph.D. Kastler Financial Planning is a member of the 7Twelve® Partners Program, giving us license rights to the portfolio designs for use in developing client portfolios, when in the best interest of the client. We do not receive any commissions or referral fees.
Download this 16-chart 7Twelve PDF
With this complimentary PDF on 7Twelve® you can gain a high-level understanding of:
- Investment Philosophy
- Portfolio Design
- Successful Investor Behavior
- Long-Term Historical Comparisons
- Implementation Options
