Every RightCapital account will include seven "default" model portfolios, which are pre-built and available for use within each client plan:
These portfolios range from Preservation to Most Aggressive, and can be used in a variety of places within your client plans:
- When allocating a client's investments in the Profile > Net Worth tab
- When selecting a target portfolio in the Investment module
- When proposing a new asset allocation in the Retirement > Analysis > Action Items
Please reference the chart below for a breakdown of the asset class percentages within each default portfolio. We plan to review this data on an annual basis:
