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 Individual Stocks, 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