Harmony 40 Portfolios

Balanced by Design, Enhanced by Alternatives

All Harmony 40 model portfolios allocate 40% to the Symphony One Hedge Funds and 60% to more traditional asset classes.

Symphony One Hedge Funds (40%)

Opus Fund (20%)

Investment Objective

Generate average annual returns of 15% to 30% with low correlation to broad indices over a full market cycle.

Equity Fund (20%)

Investment Objective

Generate annual returns significantly higher than the S&P 500 index annual returns.

Traditional Assets (60%)

Stocks

Bonds

The split between stocks and bonds will depend on the client’s unique situation and risk appetite. We use ETFs for implementation of our stock and bond exposure. Selection of ETFs is based on fundamental research.

Harmony 40 Portfolios Allocation Options

Each of the Harmony 40 portfolios pairs a 40% allocation to the Symphony One Hedge Funds with a flexible core strategy—designed around each investor’s unique objectives.

Conservative

Balanced

Moderate Growth

Growth

  • Symphony One Hedge Funds
  • Bond ETFs
  • Stock ETFs

Note: The allocations given for each asset class are guidelines and can be higher or lower at the portfolio manager’s discretion (including for the allocation to the Symphony One Hedge Funds).

Harmony 40 Portfolios Strategic And Tactical

Each of the Harmony 40 portfolios has the flexibility to change the asset class breakdown based on current market conditions via strategic and tactical asset allocation decisions.
  • Symphony One Hedge Funds
  • Bond ETFs
  • Stock ETFs

Note: The allocations given for each asset class are guidelines and can be higher or lower at the portfolio manager’s discretion (including for the allocation to the Symphony One Hedge Funds).