I highlight six key features of the Constancy Investors Model Portfolios meant to best serve you, the investor.

  • Model portfolios maximizing the probability of successful outcomes, based on empirical evidence, over the time frame of each goal
  • Funds combining the best attributes of active investing—return premiums—and index investing—low fees
  • Stock selection using advances in financial technology for rules-based implementation of time-tested disciplines
  • Bond funds maximizing diversification benefits and effectively capturing available returns
  • Fund business practices putting clients first

Click on the tabs to explore these model portfolios further.