Model Portfolios

 

Traditional Model Portfolios

Our Traditional Model Portfolios are strategically diversified portfolios utilizing Equity and Fixed Income Securities, Open-End and Closed-End Mutual Funds, Exchange Traded Funds and/or Separate Account Managers.

 

 

Sustainable SRI Model Portfolios

Our Sustainable SRI Model Portfolios incorporate a Socially Responsible Investing (SRI) approach to investing that integrates Environmental, Social and Corporate Governance (ESG) as the criteria for ensuring the sustainability and ethical impact of the companies or organizations whose securities are being considered for investment. These Model Portfolios are strategically diversified portfolios utilizing Equity and Fixed Income Securities, Open-End and Closed-End Mutual Funds, Exchange Traded Funds and/or Separate Account Managers.

 

 

 

Securities and Advisory Services may be offered through NPB Financial Group, LLC. Member FINRA/MSRB/SIPC. NPB Financial Group, LLC. is a SEC Registered Investment Advisor. Responsible Asset Management is not affiliated with NPB Financial Group, LLC.