Investment Models - page 3

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131 investment model(s)

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Leif Eriksen PWP Growth and Income
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 7.3%
  90 day
- 15.0%
  365 days
- Avg. Sub.
  7.2%
  90 day
Monthly vs S&P500

-8.3% 12 months

4
0.5% fee
Raymond Stoudt Innovative Companies
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 8.0%
  90 day
- -3.0%
  365 days
- Avg. Sub.
  7.2%
  90 day
Monthly vs S&P500

-35.2% 12 months

4
1.5% fee
John French Mutual Fund Killer
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 7.1%
  90 day
- 30.8%
  365 days
- Avg. Sub.
  7.0%
  90 day
Monthly vs S&P500

6.6% 12 months

5
1.5% fee
Harvest Financial Partners Domestic Dividend
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- Approach fundamental
- Asset Class Equity
- Cap Bias Large Cap
- Geography US
Performance
- 7.2%
  90 day
- 18.6%
  365 days
- Avg. Sub.
  6.8%
  90 day
Monthly vs S&P500

-1.9% 12 months

3
1.5% fee
Atlas Capital Broad ETF
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 6.9%
  90 day
- 28.1%
  365 days
- Avg. Sub.
  6.5%
  90 day
Monthly vs S&P500

3.3% 12 months

3
1% fee
Sizemore Capital Strategic Growth Allocation
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- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 7.0%
  90 day
- 23.2%
  365 days
- Avg. Sub.
  6.4%
  90 day
Monthly vs S&P500

2.3% 12 months

3
1% fee
Dan Plettner Taxable Income
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- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 6.7%
  90 day
- 26.3%
  365 days
- Avg. Sub.
  6.2%
  90 day
Monthly vs S&P500

4.5% 12 months

2
1% fee
Dan Plettner Well-Intentioned Activism
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- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 6.6%
  90 day
- 45.0%
  365 days
- Avg. Sub.
  6.1%
  90 day
Monthly vs S&P500

20.6% 12 months

3
1.5% fee
Jeremy Zhou Biotech and Medtech
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- Approach fundamental
- Asset Class Equity
- Cap Bias Small Cap
- Geography Global
Performance
- 6.4%
  90 day
- 25.0%
  365 days
- Avg. Sub.
  6.0%
  90 day
Monthly vs S&P500

2.9% 12 months

3
2% fee
Crabtree Asset Mgmt Crabtree Technology
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- Approach fundamental
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
Performance
- 6.3%
  90 day
- 27.1%
  365 days
- Avg. Sub.
  5.7%
  90 day
Monthly vs S&P500

3.4% 12 months

4
0.5% fee

1.866.825.3005

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131 investment model(s)

Leif Eriksen PWP Growth and Income

Raymond Stoudt Innovative Companies

John French Mutual Fund Killer

Harvest Financial Partners Domestic Dividend

Atlas Capital Broad ETF

Sizemore Capital Strategic Growth Allocation

Dan Plettner Taxable Income

Dan Plettner Well-Intentioned Activism

Jeremy Zhou Biotech and Medtech

Crabtree Asset Mgmt Crabtree Technology

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1.866.825.3005

Filter ResultsReset All

Account Type Reset

Asset Class Reset

Allocation Strategy Reset

Geography Reset

Cap Bias Reset

Approach Reset

Style Reset

Manager Type Reset

Based on your responses, here are some investment models we think you should consider.

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Find the right investments for you

Tell us a little more about you and we'll help narrow down the selection of investment models for you.

131 investment model(s)

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Leif Eriksen PWP Growth and Income //<![CDATA[ var infoText = "Top-down, macroeconomic approach utilizing ETFs as well as individual stocks."; ; var UID = 27063; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Raymond Stoudt Innovative Companies //<![CDATA[ var infoText = "Primarily technology focused but with a leaning to any new idea that is leading-edge."; ; var UID = 38695; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Harvest Financial Partners Domestic Dividend //<![CDATA[ var infoText = "Invests in high-quality, well-managed companies that pay a dividend."; ; var UID = 80791; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Jeremy Zhou Biotech and Medtech //<![CDATA[ var infoText = "The U.S. healthcare industry, particularly Biotech and MedTech, is the core investment universe of my strategy."; ; var UID = 9770; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

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About Covestor

Call our advisers to discuss your personal
situation and investing goals.

Leif Eriksen PWP Growth and Income

Raymond Stoudt Innovative Companies

Harvest Financial Partners Domestic Dividend

Jeremy Zhou Biotech and Medtech