S&P Series Portfolios
Managed EXCLUSIVELY For ZEN ADVISORY PROGRAM CLIENTS
The S&P Series Portfolios are part of the firm's core advisory lineup and use ETFs built on S&P index methodologies. These portfolios are designed to provide broad, rules-based market exposure and are implemented consistently across client portfolios where appropriate. The S&P Series complements the Zen Legacy Models and is used where this structure aligns with client preferences and objectives.
Investment Framework
The S&P Series follows a size and style framework, providing exposure across large-cap, mid-cap, and small-cap equities, growth and value styles, international equities, and fixed income where applicable. Index construction provides transparency, and the approach emphasizes consistency and clarity. Different segments may lead or lag over time, and the disciplined structure creates natural opportunities for rebalancing.
Allocation Ranges
S&P Series portfolios are offered across multiple allocation ranges:
- 60% equity / 40% fixed income
- 70% / 30%
- 80% / 20%
- 90% / 10%
- 100% equity
Allocation selection depends on client circumstances and is revisited over time. A 100% equity option is available where appropriate.
How the S&P Series Is Used
These portfolios are often used when clients prefer a fully index-based structure, simplicity and consistency are priorities, or broad market exposure is the primary objective. The S&P Series provides a clear, rules-based approach to diversification and supports long-term investment discipline.
Model Detail Pages
Each S&P Series model has a dedicated detail page showing current holdings, tickers, and weightings as of a stated date. Holdings may include ETFs from multiple providers and may link to third-party fund providers for informational purposes. Holdings and weights may change over time.
Ongoing Management
We monitor S&P Series portfolios on an ongoing basis, rebalance when appropriate, and adjust allocations as client circumstances evolve. These portfolios are integrated into the broader advisory relationship and managed with the same care and attention applied to all client accounts.
Portfolio descriptions are for informational purposes only and do not represent performance.
