SnapIRA Preservation Model (1)
(100% Fixed Income)
This portfolio is designed for investors with extremely low risk tolerance and/or those who wish to minimize the risk and the effects of inflation on the current money they have saved. It also emphasizes providing current income over asset growth. This investment portfolio allocates its assets into fixed income securities, looking globally for the best options available. There is no investment in equity (i.e., stock) funds.
SnapIRA Conservative Model (2)
(20% Equities, 80% Fixed Income)
This portfolio is designed for investors with little tolerance for investment risk, whose primary objective is preservation of capital and current income, yet who want to put a small portion of their assets into equities (i.e., stocks) for long-term growth.
SnapIRA Moderate Model (3)
(40% Equities, 60% Fixed Income)
This portfolio is designed for investors with modest risk tolerance, whose primary objective is to preserve capital yet who want to put a modest portion of their assets into equities (i.e., stocks) for long-term growth.
SnapIRA Balanced Model (4)
(60% Equities, 40% Fixed Income)
This portfolio is designed for investors with a moderate tolerance for investment risk, whose long-term objective is growth, yet who still wish to invest a significant portion of their assets in fixed income securities for preservation of capital, current income, and/or risk management.
SnapIRA Aggressive Model (5)
(80% Equities, 20% Fixed Income)
This portfolio is designed for investors with a higher tolerance for investment risk, who are seeking more aggressive growth yet wish to maintain a small portion of their assets in fixed income securities for preservation of capital, current income and/or risk management.
SnapIRA All Equity Model (6)
(100% Equities)
This investment allocation is designed for those investors with a high tolerance for investment risk and who are also seeking aggressive growth. Preservation of capital, current income, and risk management are not objectives of this model.
US Securities
Non-US Securities
Real Estate Securities
Fixed Income Securities
In addition to the above models, there is a money market fund available, Vanguard Prime Money Market Fund.
Investment advice and portfolio oversight offered through TRI-AD Capital Management I, LLC a registered investment adviser. Model portfolios are sub-advised by Statherós Financial Solutions, Inc. a registered investment adviser. This website is summary in nature and should not be used as the sole basis for enrolling in the SnapIRA or investing in its investment choices.