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MD Precision Portfolios™

Carefully combined, monitored and rebalanced for your exact needs

MD Precision Portfolios1 hold a diversified mix of underlying funds—carefully selected, combined and monitored to fulfill a range of risk and return characteristics to help you meet your financial goals. A convenient investment solution, each MD Precision Portfolio acts as a single mutual fund, actively managed by investment experts.

The benefits of MD Precision Portfolios include:

  • Intelligent diversification by our investment experts results in a wise balance of risk and return.
  • A sophisticated rebalancing structure keeps your portfolio’s asset allocation on track and helps you achieve your financial goals.
  • Active management ensures your asset allocation is monitored daily, tactical decisions are made at least quarterly, and your portfolio risk is well managed.
  • Access to alternative investments complements asset allocation by providing increased diversification.

Your Asset Allocation Decision

We define a diversified investment portfolio as one that includes fixed income and equities, a variety of investment manager styles and exposure to different geographic regions and industry sectors. The exact mix of investments—your asset allocation—will depend on your needs and financial goals. Working with an MD Advisor is the best way to determine your optimal asset allocation. Contact an MD Advisor.

Contact an MD Advisor

Working with an MD Advisor is the best way to determine your optimal asset allocation.

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MD Precision Portfolios tactical change

Read more about the latest tactical change made to MD Precision Portfolios.

Investor Education

Make informed investment decisions with our collection of online resources.