Allocation Tool

See how investing in the Premise Capital Frontier Advantage Diversified Tactical Strategy can complement a strategic core portfolio by controlling the range of equity exposure.

Slide the lever below to adjust the Maximum Equity in your portfolio:


Slide the lever below to adjust the Minimum Equity in your portfolio:

Illustrative Allocation Range:

High
◀ Risk Target ▶
Low
Equity
Fixed Income
  • ILLUSTRATIVE RANGE
  • ALLOCATION CHARTS
  • DIVERSIFIED ALLOCATIONS

Allocate this amount of Premise Capital Diversified Tactical to strategic core.

Allocate the strategic core portion with the above equity to fixed income blend.

Class weights for illustrative purposes only



For Illustrative Purposes Only

Investment Advisory services offered through Premise Capital, LLC, an SEC Registered Investment Advisor. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. Prior performance is no guarantee of future results. Portfolios constructed through the use of this allocation tool should not be construed as personalized investment advice. Such investment advice can only be rendered after engagement of an appropriately qualified investment adviser firm for services, execution of the required documentation, and receipt of required disclosures. If you would like additional information on Premise Capital please visit www.adviserinfo.sec.gov and follow the search instructions or contact us at info@premisecapital.com or 630-596-9911.

Premise Capital Allocation Tool