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:
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AGGRESSIVE |
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MODERATELY AGGRESSIVE |
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MODERATE |
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MODERATELY CONSERVATIVE |
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CONSERVATIVE |