70/30 Model - Based on David Swensen's Allocation

David Swensen is the Chief Investment Officer of Yale Endowment. This model is base on his retail allocation with a strong tilt toward small cap value. This portfolio is most appropriate for the young and aggressive.

60/40 Model

This portfolio is most appropirate for people in their 40s or people who are moderately risk-tolerate.

40/60 Model

This portfolio is most appropriate for people in their 60s or people who are risk-averse.

Discovery Meeting

To find out if any of these models can better help you preserve and growth wealth, email info@mzcap.com or call 202-556-1689 to schedule a Mutual Discovery Meeting (or phone call) with us.