Acronym
Proteus
Product ID
Alternative-Asset-Model-Portfolios
Description

Actively managed, Model Portfolios of Alternative Investments that simplify the management and construction of diversified portfolios for advisors.

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Features

Actively managed, Model Portfolios of Alternative Investments that simplify the management and construction of diversified portfolios for advisors:

  • Wealth managers can use the Proteus Alternative Model Portfolios to simplify the creation and management of diversified alternative investment portfolios.
  • Proteus and, its research partner Callan LLC, thoughtfully select and vet institutional quality managers and strategies for each model. Placing complementary managers together based on strengths.
  • Conservative, Moderate, and Aggressive Alternative Model Portfolios look and act like bespoke portfolios built for each individual investor – resulting in a process that gives the advisor more time to focus on the client.
     
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Management Style
Schwab Products
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