At Harmonic, we manage portfolios for our clients that use both active and passive securities.

Asset Allocation Portfolios

Our asset allocation portfolios use passive exchange traded funds that provide a cost effective way to participate in each market segment and has been built to suit each individual investor’s risk tolerance.  We offer six portfolio allocations that are continually managed and periodically rebalanced to take advantage of our proprietary research. The goal of the asset allocation portfolios is to outperform the benchmark relevant to each client’s risk/return profile with a minimum of cost and maximum transparency.

Strategies include:

Aggressive Growth

Growth

Balanced

Conservative Balanced

Conservative

Income Preservation

Stock and Bond Portfolios

Harmonic also manages six proprietary actively traded stock and bond strategies.  These are reserved for those clients wishing to have more active money management for a portion of their overall portfolio with the potential to out-perform relative benchmarks within these strategies.

US All Cap Core stock – invests in US companies found in the Russell 3000 stock index

US Large Cap Core stock- invests in large US companies found in the Russell 1000 stock index

US Smid Cap Core stock - invests in small and mid-sized US companies found in the Russell 2500 stock index

US Socially Responsible stock – invests in socially responsible firms found in the Domini 400 stock index

US Total Return stock – invests in large US companies found in the Russell 100o stock index that pay a relatively high dividend

High Quality Income Strategy - invests in a combination of stocks and bonds intended to minimize risk while providing a high and stable income stream

If you desire a more personal approach to investment management, consider contacting Harmonic Investment Advisors at (208) 947-3345 or via email at info@harmonicadvisors.com.