By combining conventional asset classes with alternative investments, investors may gain a valuable measure of non-correlation in a portfolio.

CORE PORTFOLIOS Plus

We put Dimensional Fund Advisors and Barclays at the core of 10 target risk portfolios; then add intelligent indexes and alternative investments to pursue a higher rate of risk-adjusted total return.

For intelligent indexes

  • Dynamic Intellidex indexes Using rules-based quantitative analysis, the Intellidex Indexes consistently evaluate their index composition on fundamental growth, valuation, and risk factors.

For alternative Investments

  • Wilshire Associates is a leading global investment technology, investment consulting and management firm.
  • Deutsche Bank is a leading global investment bank with a strong and profitable franchise investing in commodities and currency.
  • BlackRock® is a premier provider of global investment management, risk and advisory services to institutional and retail clients around the world.


Beacon Core Plus Portfolios