Severin Investment Models

 

Unique Portfolios for Smart Investors

 

Below are Severin Investment Models that are available to individual investors or to advisers through certain overlay manager, TAMPS, and sub-advisory agreements. For more information about the models, or how you can implement them in your practice, please email info@severininvestments.com or call (866)-983-2707

Current Equity Income

JavaScript chart by amCharts 3.21.15
JavaScript chart by amCharts 3.21.15 Large-Cap Domestic Equity 75% Mid Cap Domestic Equity 18% Small Cap Domestic Equity 4% Cash 3%

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Growth

JavaScript chart by amCharts 3.21.15
JavaScript chart by amCharts 3.21.15 Large-Cap Domestic Equity 35% Mid Cap Domestic Equity 10% Small Cap Domestic Equity 7% Emerging Market Equity 4% International Equity 7% Emerging Market Debt 3% International Fixed Income 2% High-Yield Fixed income 3% Long term Fixed Income 8% Short Term Fixed Income 10% Intermediate Fixed Income 5% Commodities 3% Cash 3%
JavaScript chart by amCharts 3.21.15
JavaScript chart by amCharts 3.21.15 Large-Cap Domestic Equity 43% Mid Cap Domestic Equity 11% Small Cap Domestic Equity 11% Emerging Market Equity 7% International Equity 8% Emerging Market Debt 3% Long term Fixed Income 4% Short Term Fixed Income 6% Commodities 3% Cash 4%
JavaScript chart by amCharts 3.21.15
JavaScript chart by amCharts 3.21.15 Large-Cap Domestic Equity 50% Mid Cap Domestic Equity 12% Small Cap Domestic Equity 10% Emerging Market Equity 9% International Equity 13% Commodities 3% Cash 3%

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Growth & Income

JavaScript chart by amCharts 3.21.15 The Growth & Income Program JS chart by amCharts
JavaScript chart by amCharts 3.21.15 Large-Cap Domestic Equity 30% Mid Cap Domestic Equity 7% Small Cap Domestic Equity 7% Emerging Market Equity 3% International Equity 4% Emerging Market Debt 5% Long term Fixed Income 11% Short Term Fixed Income 19% Intermediate Fixed Income 7% Commodities 3% Cash 4%

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Relative Strength

JavaScript chart by amCharts 3.21.15
JavaScript chart by amCharts 3.21.15 Cash 2% Large - Cap Domestic Equity 98%

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Conservative Income

JavaScript chart by amCharts 3.21.15
JavaScript chart by amCharts 3.21.15 Income Program 2% Emerging Market Debt 3% International Fixed Income 6% High - Yield Fixed income 5% Long term Fixed Income 5% Short Term Fixed Income 28% Intermediate Fixed Income 38% REIT Equity 4% Cash 3%

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