FINTENT invest
Investment Model Portfolios
As an independent advisory firm, Fintent Invest is not tied to any financial institution or broker/dealer. Our independence allows us to utilize the best investment products in a truly open architecture environment.
We screened both passively- and actively-managed funds to find the best investment products for our model portfolios. Fintent Invest’s model portfolios provide a spectrum of investment options for clients who seek stable income to appreciation. Our model portfolios are committed to a disciplined investment approach that focuses on risk-adjusted total returns, downside protection, and cost-effective diversification.
Fintent Invest also provides direct access to alternative investment opportunities to our clients who are accredited investors. These investment opportunities* include private equity in private companies and limited partnerships in commercial real estate such as self-storages, multi-family properties, medical buildings, office buildings, and flex spaces.
*Only available to accredited investors and additional fees apply.
Explore FINTENT invest's Six Proprietary Model Portfolios:
Our independence allows us to utilize investment products that we feel meet our clients’ best interests, as we are able to take advantage of a truly open architecture environment and review investment options from a wide array of issuers.
Asset Allocation
Stocks = 17%, Bonds = 78%, Alternative - Gold = 2%,
Cash & Equivalents = 3%
Asset Allocation
Stocks = 29%, Bonds = 65%, Alternative - Gold = 3%,
Cash & Equivalents = 3%
Asset Allocation
Stocks = 45%, Bonds = 50%, Alternative - Gold = 3%,
Cash & Equivalents = 3%
Asset Allocation
Stocks = 55%, Bonds = 40%, Alternative - Gold = 3%,
Cash & Equivalents = 3%
Asset Allocation
Stocks = 62%, Bonds = 22%, Alternative - Gold = 5%,
Cash & Equivalents = 3%, REIT = 8%
Asset Allocation
Stocks = 73%, Bonds = 20%, Alternative - Gold = 5%,
Cash & Equivalents = 2%
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