Dark Horse Wealth model portfolio’s are risk based solutions that use professional investment management strategies (“Modern Portfolio Theory (MPT)), to manage investors allocations . These targeted risk based models allow Dark Horse Wealth to make discretionary investment management decision based on MPT and re-balancing decisions on behalf 401(k) participants. We pride ourselves on providing quality fiduciary advice by helping investors and 401(k) sponsors identify high quality low cost investment solutions instead of the traditional solutions offered by those working on commission that often involve fees north of 1% that are difficult to identify and not easily understood to the untrained eye.
7 Risk Based Models
Aggressive Growth
Moderately Aggressive
Moderate Growth
Moderately Conservative
Conservative
Ultra Conservative
Retirement Income