Investment Model Portfolios
Services at no cost.
- Investment research and due diligence
Choose from over 25 investment model portfolios for all goals and objectives
Investment commentary for overall asset classes
Financial markets and economic commentary
- Performance analysis for each investment model
- Portfolio rebalancing and trading direction
PlanRock is E3 Focused: Investment Efficiency, Tax Efficiency and Cost Efficiency
Fees for Services
- PlanRock does not charge an AUM fee for its due diligence services
PlanRock includes an allocation to the PlanRock Funds of 20% to 25% of all portfolios which will be included in the investment models. The average portfolio may have 8 to 14 funds. There maybe atleast two PlanRock ETFs include within each model portfolio. The objective of the investment models that include the PlanRock Funds is to add value in terms of risk versus reward.
Other Fund companies may provide investment models portfolios, BUT…
They are static, generic models that are not customized for all goals and objectives
They don’t provide additional due diligence and only include their proprietary funds.
