SFS Phase Portfolios
SFS Phase Portfolios were created to enhance income distribution planning and complement programs like Envestnet's Plan Horizon or Wealth2k's Income for Life Model(r). Each of the SFS Quant Phase Portfolios is designed for a specific time horizon, target return, and risk tolerance that match the objectives of each income distribution phase or period. We also have many advisors who use these portfolios as stand-alone core holdings for their clients.
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SFS Phase 2 Income Core The SFS Phase 2 Income Core seeks conservative growth and maximum diversification. It is appropriate for investors with a five-year time horizon. The portfolio utilizes quantitative methods to allocate 100% of its assets to bonds and conservative alternative investments. The allocations to asset classes are calculated with an objective to help provide better diversification. Learn More >
SFS Phase 2 Income Plus The SFS Phase 2 Income Plus seeks conservative growth and maximum diversification. It is appropriate for investors with a five-year time horizon. The portfolio utilizes quantitative methods to allocate 20% of its assets to stocks and 80% to a combination of bonds and alternative investments. Learn More >
SFS Phase 3 Balanced Core The SFS Phase 3 Balanced Core seeks moderate growth and maximum diversification. It is appropriate for investors with a 10-year time horizon. The portfolio uses quantitative methods to allocate approximately 40% of its assets to stocks and 60% to a combination of bonds and alternative investments. Learn More >
SFS Phase 3 Growth & Income Core The SFS Phase 3 Growth & Income Core seeks long-term growth and maximum diversification. It is appropriate for investors with a 15-year time horizon. The portfolio utilizes quantitative methods to allocate 60% of its assets to stocks and 40% to a combination of bonds and alternative investments. The allocations to asset classes are calculated to help provide better growth potential without increasing volatility. Learn More >
SFS Phase 4 Growth & Income Plus The SFS Phase 4 Growth & Income Plus seeks long-term growth and maximum diversification. It is appropriate for investors with a 15-year time horizon. The portfolio utilizes quantitative methods to allocate 60% of its assets to stocks and 40% to a combination of bonds and alternative investments. The allocations to asset classes are calculated with an objective to help provide better growth potential without increasing volatility. Learn More >
SFS Phase 4 Growth Core The SFS Phase 4 Growth Core seeks long-term growth and maximum diversification. It is appropriate for investors with a 20-year time horizon. The portfolio utilizes quantitative methods to allocate 80% of its assets to stocks and 20% to a combination of bonds and alternative investments. The allocations to asset classes are calculated with an objective to help provide better growth potential without increasing volatility. Learn More >
SFS Phase 5 Growth Plus The SFS Phase 5 Growth Plus seeks long-term growth and maximum diversification. It is appropriate for investors with a 20-year or greater time horizon. The portfolio utilizes quantitative methods to allocate approximately 80% of its assets to stocks and 20% to a combination of bonds and alternative investments. The allocations to asset classes are calculated with an objective to help provide better growth potential without increasing volatility. Learn More >
