ALLOCATIONS


SMART HNW Portfolio Allocations

Equity Sleeve Allocations

ELITE Opportunistic Growth

ELITE International & Emerging Markets

Income Sleeve Allocations

ELITE Strategic Income

ELITE High Quality Short Duration Income

ELITE Opportunistic Income

ELITE Tax-Free Income

SMART Portfolio Allocations

SMART ETF Portfolio Allocations

Growth SALTS™ Allocations

Income SALTS™ Allocations

SMART Performance

Conservative

Moderate Conservative

Moderate

Moderate Aggressive

Aggressive

SMART HNW Performance

Conservative

Moderate Conservative

Moderate

Moderate Aggressive

Aggressive

SMART ETF Performance

Conservative

Moderate Conservative

Moderate

Moderate Aggressive

Aggressive

Growth SALTS™ Performance

Income SALTS™ Performance