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Portfolios
Our Process: Evaluate Research > Collect Data > Select Investments 
We start by evaluating over 90 years of investment research, identifying the strongest ideas backed up by empirical evidence. Next, we carefully collect data by sorting through thousands of indices to determine the best way to capture research for real world application. The final step is to select investments by filtering the universe of funds to determine the best representation of both research and data. The result is broadly diversified portfolios that capture the power of naturally efficient markets and the factors that historically explain investment returns. These base index portfolios closely track our strategies. While not an exact match to each individual clients unique portfolio, they are meant to serve as examples of the experience for investors across the spectrum from conservative to aggressive.
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Conservative 
20% Stocks/80% Bonds
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Moderately Conservative 
40% Stocks/60% Bonds
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Moderate 
60% Stocks/40% Bonds
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Moderately Aggressive 
80% Stocks/20% Bonds
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Aggressive
​100% Stocks
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Disclosure
Phone: 860-837-0303
Message: info@wealthshape.com
WINDSOR
360 Bloomfield Ave 
3rd Floor 
Windsor, CT 06095
WEST HARTFORD
15 N Main St
​#100
West Hartford, CT 06107
SHELTON
One Reservoir Corporate Centre 
4 Research Dr - Suite 402 
Shelton, CT 06484
ROCKY HILL
175 Capital Boulevard 
4th Floor 
Rocky Hill, CT 06067
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© 2020 WealthShape. All rights reserved. ​
  • About
    • Who We Are
    • How We Invest
    • Portfolios
  • Services
    • Wealth Management
    • Financial Planning
    • Retirement Plan Services
  • Blog
  • FAQ
  • Log In
  • Contact