A turnkey solution for portfolio construction developed and maintained by CFRA’s experienced Portfolio Management Committee designed to help you build client portfolios with acceptable levels of risk-adjusted excess returns.
Take the headache out of portfolio construction
A full suite of stock and ETF model portfolios
15 stock and ETF models; 5 ESG models; and track records ranging up to 24 years
Driven by our proprietary qualitative and quantitative ranking systems
Outperformance over the short and long term
Managed by CFRA’s Portfolio Management Committee
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