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Strategic Portfolios

In this ever-changing world full of market volatility and constant news flow, Lake Avenue Financial has created a solution that is designed to keep your portfolio proactive, not reactive to the market forces. The Strategic Portfolios are designed specifically to help clients manage their wealth by leveraging the strategic insights, research and deep tactical expertise that Lake Avenue Financial can deliver.

Lower your costs. Increase your returns.

Utilizing our own proprietary research, Lake Avenue Financial has been able to optimize a blend of iShares ETFs, Mutual Funds and Alternative Investments for less risk and more reward potential. See how these portfolios fit in your overall allocation or part of your retirement plan.

Choose the portfolio that's right for you!

For Taxable accounts above $250,000

  • Tax Aware Strategic Model 0/100
  • Tax Aware Strategic Model 10/90
  • Tax Aware Strategic Model 20/80
  • Tax Aware Strategic Model 30/70
  • Tax Aware Strategic Model 40/60
  • Tax Aware Strategic Model 50/50
  • Tax Aware Strategic Model 60/40
  • Tax Aware Strategic Model 70/30
  • Tax Aware Strategic Model 80/20
  • Tax Aware Strategic Model 90/10
  • Tax Aware Strategic Model 100/0

For Retirement accounts above $250,000

  • Strategic Model 0/100
  • Strategic Model 10/90
  • Strategic Model 20/80
  • Strategic Model 30/70
  • Strategic Model 40/60
  • Strategic Model 50/50
  • Strategic Model 60/40
  • Strategic Model 70/30
  • Strategic Model 80/20
  • Strategic Model 90/10
  • Strategic Model 100/0

Why use iShares ETFs?

  • They can help you keep more of what you earn
  • Diversified, low-cost and tax efficient
  • Cost 1/10 as much as the typical mutual fund1
  • Brought to you by BlackRock, trusted with more money than any other investment firm in the world2


1. Source: Morningstar, as of 12/31/14. Comparison is between the Prospectus Net Expense Ratio for the average iShares Core ETF (0.13%) and the average Open-End Mutual Fund (1.27%) available in the U.S.

2. Based on $4.77 Trillion in assets under management as of 3/31/15.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products' prospectuses.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

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