When reviewing the actively managed investment alternatives presented by Halbert Wealth Management, investors often ask how these various core holdings would have performed had they been grouped into a single portfolio. The Legacy Core Portfolio Illustrations seek to answer that question by combining the actual historical track records of various combinations of money managers into a composite hypothetical portfolio.
The Legacy Core Portfolios illustrate the potential benefits of combining uncorrelated investment strategies for enhanced diversification. The money management programs making up the components of the Legacy Core Portfolios are core holdings that feature both debt and equity exposure as well as a variety of active management strategies. The results are “what if” portfolios that allow investors to evaluate not only potential gains, but also how the strategies work together to manage risks. Since returns do not illustrate an actual account, investors should understand that past performance does not necessarily represent future investment returns.