Model Resources
Model Resources
Your read-only library of compliance-approved market reports, trade updates, and factsheets — ready to review, download, and share with clients.
Approved reports
86
Report types
3
Models covered
45
Quarterly Market Outlook
Our portfolio team walks through what moved markets this quarter and how the models are positioned. Share it with clients alongside the written reports.
Sample video shown for demonstration.
| Report | Type | Period | Status | Version | Updated | File |
|---|---|---|---|---|---|---|
| Target Allocation Blend — Balanced — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.1 | 2026-06-25 | |
| Dynamic Allocation — High Growth — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.3 | 2026-06-25 | |
| Equity Building Block — US Small-Mid Complete — Commentary Approved by Model PM — S. Whitfield | Commentary | Q3 2025 | Approved | v4.5 | 2026-06-25 | |
| Target Allocation Active — Conservative — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q3 2025 | Approved | v3.0 | 2026-06-22 | |
| Target Allocation Active — Moderately Conservative — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q3 2025 | Approved | v3.6 | 2026-06-22 | |
| Tax-Aware Blend — Balanced — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q4 2025 | Approved | v1.6 | 2026-06-22 | |
| Target Allocation ETF — Moderately Conservative — Performance report Approved by Compliance — J. Alvarez | Performance report | Q3 2025 | Approved | v2.1 | 2026-06-19 | |
| Target Allocation Blend — Moderately Conservative — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.5 | 2026-06-16 | |
| Retirement Income — Income & Growth — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.9 | 2026-06-16 | |
| Tax-Aware Blend — Moderate Growth — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.7 | 2026-06-16 | |
| Low Duration — Near-Term Growth — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.1 | 2026-06-16 | |
| Target Allocation Blend — Conservative — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q3 2025 | Approved | v3.8 | 2026-06-13 | |
| Retirement Income — Diversified Income — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q4 2025 | Approved | v1.6 | 2026-06-13 | |
| Target Allocation ETF — Balanced — Commentary Approved by Model PM — S. Whitfield | Commentary | Q3 2025 | Approved | v4.5 | 2026-06-07 | |
| Retirement Income — Diversified Income — Commentary Approved by Model PM — S. Whitfield | Commentary | Q3 2025 | Approved | v4.1 | 2026-06-07 | |
| Tax-Aware Blend — Moderately Conservative — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.1 | 2026-06-07 | |
| Equity Building Block — US Large-Cap Core — Commentary Approved by Model PM — S. Whitfield | Commentary | Q4 2025 | Approved | v2.5 | 2026-06-07 | |
| Target Allocation Blend — Growth — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q4 2025 | Approved | v1.0 | 2026-06-04 | |
| Target Allocation ETF — Balanced Income — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q3 2025 | Approved | v3.6 | 2026-06-04 | |
| Dynamic Allocation — Defensive — Commentary Approved by Compliance — R. Nolan | Commentary | YTD 2026 | Approved | v3.6 | 2026-05-22 | |
| Tax-Aware Blend — Growth — Commentary Approved by Compliance — R. Nolan | Commentary | YTD 2026 | Approved | v3.6 | 2026-05-22 | |
| Target Allocation Active — Balanced Income — Factsheet Approved by Compliance — J. Alvarez | Factsheet | Q1 2026 | Approved | v4.1 | 2026-05-19 | |
| Target Allocation Active — Conservative — Performance report Approved by Model PM — S. Whitfield | Performance report | YTD 2026 | Approved | v1.4 | 2026-05-16 | |
| Target Allocation Active — Balanced Income — Commentary Approved by Compliance — R. Nolan | Commentary | Q1 2026 | Approved | v1.8 | 2026-05-13 | |
| Retirement Income — Conservative Income — Commentary Approved by Compliance — R. Nolan | Commentary | Q1 2026 | Approved | v1.0 | 2026-05-13 | |
| Tax-Aware Blend — Conservative — Commentary Approved by Compliance — R. Nolan | Commentary | YTD 2026 | Approved | v3.0 | 2026-05-13 | |
| Low Duration — Stability — Commentary Approved by Compliance — R. Nolan | Commentary | Q1 2026 | Approved | v1.2 | 2026-05-13 | |
| Equity Building Block — International Core — Commentary Approved by Compliance — R. Nolan | Commentary | YTD 2026 | Approved | v3.4 | 2026-05-13 | |
| Target Allocation Blend — Moderately Conservative — Factsheet Approved by Compliance — J. Alvarez | Factsheet | Q1 2026 | Approved | v4.3 | 2026-05-10 | |
| Target Allocation Blend — Balanced — Factsheet Approved by Compliance — J. Alvarez | Factsheet | YTD 2026 | Approved | v2.5 | 2026-05-10 | |
| Target Allocation ETF — Moderately Conservative — Factsheet Approved by Compliance — J. Alvarez | Factsheet | Q1 2026 | Approved | v4.1 | 2026-05-10 | |
| Retirement Income — Conservative Income — Performance report Approved by Model PM — S. Whitfield | Performance report | Q1 2026 | Approved | v3.4 | 2026-05-07 | |
| Target Allocation Blend — Conservative — Commentary Approved by Compliance — R. Nolan | Commentary | YTD 2026 | Approved | v3.2 | 2026-05-04 | |
| Dynamic Allocation — Growth — Commentary Approved by Compliance — R. Nolan | Commentary | YTD 2026 | Approved | v3.2 | 2026-05-04 | |
| Retirement Income — Growth of Income — Performance report Approved by Compliance — R. Nolan | Performance report | Q3 2025 | Approved | v2.3 | 2026-04-22 | |
| Retirement Income — Income Preservation — Commentary Approved by Compliance — J. Alvarez | Commentary | Q4 2025 | Approved | v2.9 | 2026-04-19 | |
| Low Duration — Short Horizon — Commentary Approved by Compliance — J. Alvarez | Commentary | Q3 2025 | Approved | v4.9 | 2026-04-19 | |
| Equity Building Block — Global Quality Dividend — Commentary Approved by Compliance — J. Alvarez | Commentary | Q3 2025 | Approved | v4.3 | 2026-04-19 | |
| Target Allocation Active — Balanced — Factsheet Approved by Model PM — S. Whitfield | Factsheet | Q3 2025 | Approved | v3.0 | 2026-04-16 | |
| Target Allocation ETF — Conservative — Factsheet Approved by Model PM — S. Whitfield | Factsheet | Q4 2025 | Approved | v1.6 | 2026-04-16 | |
| Target Allocation ETF — Growth — Factsheet Approved by Model PM — S. Whitfield | Factsheet | Q4 2025 | Approved | v1.0 | 2026-04-16 | |
| Retirement Income — Conservative Income — Factsheet Approved by Model PM — S. Whitfield | Factsheet | Q3 2025 | Approved | v3.0 | 2026-04-16 | |
| Low Duration — Reserve — Factsheet Approved by Model PM — S. Whitfield | Factsheet | Q3 2025 | Approved | v3.6 | 2026-04-16 | |
| Target Allocation ETF — Balanced Income — Commentary Approved by Compliance — J. Alvarez | Commentary | Q3 2025 | Approved | v4.3 | 2026-04-10 | |
| Target Allocation ETF — Growth — Performance report Approved by Compliance — R. Nolan | Performance report | Q4 2025 | Approved | v4.7 | 2026-04-04 | |
| Target Allocation ETF — Balanced — Factsheet Approved by Compliance — R. Nolan | Factsheet | YTD 2026 | Approved | v2.5 | 2026-03-22 | |
| Dynamic Allocation — Conservative — Factsheet Approved by Compliance — R. Nolan | Factsheet | YTD 2026 | Approved | v2.9 | 2026-03-22 | |
| Retirement Income — Income Preservation — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q1 2026 | Approved | v4.5 | 2026-03-22 | |
| Target Allocation Active — Aggressive Growth — Performance report Approved by Compliance — J. Alvarez | Performance report | Q1 2026 | Approved | v3.0 | 2026-03-19 | |
| Dynamic Allocation — Growth — Performance report Approved by Compliance — J. Alvarez | Performance report | Q1 2026 | Approved | v3.6 | 2026-03-19 | |
| Target Allocation Active — Conservative — Commentary Approved by Model PM — S. Whitfield | Commentary | YTD 2026 | Approved | v3.2 | 2026-03-16 | |
| Target Allocation Active — Moderate Growth — Commentary Approved by Model PM — S. Whitfield | Commentary | YTD 2026 | Approved | v3.0 | 2026-03-16 | |
| Target Allocation ETF — Moderately Conservative — Commentary Approved by Model PM — S. Whitfield | Commentary | Q1 2026 | Approved | v1.2 | 2026-03-16 | |
| Dynamic Allocation — Balanced — Commentary Approved by Model PM — S. Whitfield | Commentary | Q1 2026 | Approved | v1.0 | 2026-03-16 | |
| Low Duration — Reserve — Commentary Approved by Model PM — S. Whitfield | Commentary | Q1 2026 | Approved | v1.8 | 2026-03-16 | |
| Target Allocation Active — Growth — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q1 2026 | Approved | v4.5 | 2026-03-13 | |
| Target Allocation ETF — Moderate Growth — Factsheet Approved by Compliance — R. Nolan | Factsheet | YTD 2026 | Approved | v2.9 | 2026-03-13 | |
| Dynamic Allocation — Balanced — Factsheet Approved by Compliance — R. Nolan | Factsheet | Q1 2026 | Approved | v4.3 | 2026-03-13 | |
| Tax-Aware Blend — Balanced Income — Performance report Approved by Compliance — J. Alvarez | Performance report | YTD 2026 | Approved | v1.6 | 2026-03-10 | |
| Target Allocation Blend — Aggressive Growth — Commentary Approved by Model PM — S. Whitfield | Commentary | YTD 2026 | Approved | v3.4 | 2026-03-07 |