Our Asset Allocation Portfolios

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Alhambra Portfolio

The flagship Alhambra Portfolio is a multi-asset portfolio strategy designed to perform well in any investment environment. Asset classes include small and large cap stocks, commodities, real estate, gold, and typically bonds. This is often ideal for client’s seeking a total investment solution customized to their individual goals, tax situation, and account structures.

Citadel Portfolio

The Citadel Portfolio is a top-down actively managed macro-investment strategy. Often incorporated into an Alhambra portfolio, the Citadel Portfolio largely uses low-cost funds and ETFs in a diversified multi-asset approach across stocks, commodities, real estate, gold, and bonds. This is often ideal for client’s seeking a portfolio that will actively make tactical adjustments based on changes in the global risk environment, including around risks of recession or bear markets.

Fortress Portfolio

The Fortress Portfolio is our original and time-tested asset allocation strategy. We connect the portfolio to specific economic environments and investments that would perform well in those environments.

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Our Risk Portfolios

We have two main Risk Portfolios that we use in conjunction with our Asset Allocation models; or as a stand-alone if appropriate.

Archer Portfolio

The Archer Portfolio targets superior long-term performance using proprietary stock-picking methodologies involving valuation, quality, and momentum.

Fortalice Portfolio

Alhambra’s Fortalice equity strategy uses an earnings revision model as the foundation for stock selection. Central to this style is a belief that positive earnings surprises generate positive price movements, while negative earnings surprises generate negative price movements.

Financial Planning

Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind. We can then create a financial life plan that is tailored to your needs.

Building The Relationship

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Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind.

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