Introduction
Services
Mutual Fund Selection
Model Portfolios

Chinook’s Risk Based Model Portfolio Construction
 

Chinook manages custom-designed asset allocation portfolios to meet the needs of a participant based on their investor personality profile.  Ranging from conservative to aggressive, these model portfolios are a unique solution for employees who simply don’t have the time, interest or knowledge to make investment or asset allocation decisions. In managing these portfolios, Chinook seeks diversification across multiple styles and capitalization ranges with the knowledge that during times of economic acceleration or deceleration, certain investment styles can provide excess returns with less risk. Utilizing proprietary research the Chinook investment team allocates among investment management styles according to relative values, and carefully selects funds that have proven leadership within their investment category.

Your plan may have up to five models including:

AGGRESSIVE
     
MODERATELY AGGRESSIVE
     
MODERATE
     
MODERATELY CONSERVATIVE
     
CONSERVATIVE

 

©2008 Chinook Capital Management,LLC


 

 
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