Mueller Asset Management model portfolios are designed to meet specific needs. Investment selections for each portfolio are based on a number of criteria dependent on a portfolio's desired result.
*Performance data represents past performance. Past performance is no guarantee of future results. The S&P 500 Index, Russell 2000 Index and Nasdaq Composite are unmanaged indexes. The S&P 500 Index measures the performance of large companies. The Russell 2000 Index measures the performance of smaller companies. The Nasdaq Composite measures the performance of market-value weighted common stocks listed on the NASDAQ. The indexes and Mueller Asset Management portfolios are with dividends, which positively impacts the performance results. The Nasdaq Composite is without dividends.
Income Portfolio-
Our most passive portfolio features a blend of short-term and intermediate-term bond ETFs. The Income portfolio is comprised of US treasury, municipal, and investment grade corporate bonds. This portfolio is tailored for an investor seeking wealth preservation and income. To determine whether the Income Portfolio meets your specific needs, please complete the free portfolio questionnaire now.
Conservative Portfolio-
This portfolio is tailored for the conservative investor and features a blend of twelve stock and bond ETFs. The investments are more heavily weighted in bonds than common stocks. The Conservative portfolio is a great fit for the income minded investor that requires some exposure to common stocks. To determine whether the Conservative Portfolio meets your specific needs, please complete the free portfolio questionnaire now.
Growth & Income Portfolio-
The Growth & Income portfolio provides an investor with a blend of twelve stock and bond ETFs. This portfolio has a slightly heavier weighting in common stocks than the Conservative portfolio. The bond ETFs in this portfolio help reduce over all risk while providing investment income. To determine whether the Growth & Income Portfolio meets your specific needs, please complete the free portfolio questionnaire now.
Growth Portfolio-
The Growth portfolio has ten investment holdings and is most heavily weighted in Large-cap, Small-cap and International ETFs. It is intended for risk tolerant investors seeking above average returns. This portfolio has two bond positions that help reduce overall portfolio volatility. To determine whether the Growth Portfolio meets your specific needs, please complete the free portfolio questionnaire now.
Aggressive Growth Portfolio-
Our most aggressive portfolio has eight equity investment holdings and is more heavily weighted in international and emerging market ETFs than the Growth portfolio. The Aggressive Growth portfolio is directed towards an investor that has a higher tolerance for risk. To determine whether the Aggressive Growth Portfolio meets your specific needs, please complete the free portfolio questionnaire now.
Custom Portfolio-
If one of our model portfolios doesn't meet your objectives, Mueller Asset Management will tailor one to your specific needs. Please contact us for more information.
ETF Descriptions & Fund Summaries- click here
