The Multi-Market
Portfolio Series
There's An Easier Way To Meet Your Clients' Investment Expectations
We want to help investors reach their long-term financial goals. We also want the investment experience to be comfortable for the client and manageable for the advisor. If we can do that, everyone wins. That’s why we created the Multi-Market Portfolio Series — risk-adjusted portfolios that combine the strength of multiple investment strategists in a single-sleeve portfolio.
Three key investment types (Core Beta, Active/Tactical, and Diversifying) are strategically blended to meet clients’ risk expectations across various market scenarios. The best part? This combination of disciplines in a cohesive package means the investments, while diversified, are easy to understand, implement, and manage. And the collaboration between a team of supporting strategists (AAMA, ICON Advisers, Main Management, and Potomac Fund Management) means each discipline gets the focus it deserves.
Multi-Market Portfolios are available across six risk profiles (availability may vary by platform). See the details of each below:
ALL Equity Portfolio
Strategy Allocations
Core Beta – 29%
Active/Tactical – 69%
Diversifying – 0%
Cash & Cash Equivalents – 2%
Availability
GWN Securities | Kades Margolis
Growth Portfolio
Strategy Allocations
Core Beta – 29%
Active/Tactical – 55%
Diversifying – 14%
Cash & Cash Equivalents – 2%
Availability
GWN Securities | Kades Margolis
Balanced Growth Portfolio
Strategy Allocations
Core Beta – 39%
Active/Tactical – 45%
Diversifying – 14%
Cash & Cash Equivalents – 2%
Availability
AssetMark | Amplify | Envestnet | GWN Securities | Kades Margolis | Orion
Balanced Portfolio
Strategy Allocations
Core Beta – 30%
Active/Tactical – 36%
Diversifying – 32%
Cash & Cash Equivalents – 2%
Availability
AssetMark | Amplify | Envestnet | GWN Securities | Kades Margolis | Orion
Balanced Income Portfolio
Strategy Allocations
Core Beta – 20%
Active/Tactical – 30%
Diversifying – 48%
Cash & Cash Equivalents – 2%
Availability
AssetMark | Amplify | GWN Securities | Kades Margolis | Orion
Income Portfolio
Strategy Allocations
Core Beta – 15%
Active/Tactical – 30%
Diversifying – 52%
Cash & Cash Equivalents – 3%
Availability
GWN Securities | Kades Margolis
Benefits Of The Three-In-One Portfolio
Give Clients A Portfolio That Makes Sense
Each portfolio seeks a clear, risk-based objective. That objective is supported by three clear investment strategies, which are managed by a team of distinct managers. And performance is reported holistically, in a single line item on your quarterly statement.
Reduce Unnecessary Costs & Restrictions
The portfolios are available at a zero basis point strategist fee. And as a single-sleeve portfolio, sleeve contribution minimums are reduced when compared to a similarly diversified UMA portfolio featuring multiple strategists and investment disciplines.
Enjoy White Glove Support From A Trio Of Accessible Strategists
Multi-Market Portfolios are designed to be extremely easy to implement, oversee, and manage. That said, each strategist within the portfolio is highly accessible and collaborative — available to clarify the markets, the strategies, and client inquiries.