Personal Strategy®
Smart Weighting™
A key part of our Personal Strategy, Smart Weighting is our proprietary U.S. stock indexing approach to help with diversification in your portfolio by more equally weighting style, size and sector. It helps provide better mitigation against stock market bubbles that are inherent in traditional market-cap-weighted indexes.
Size: Mega Cap, Target: 30%. Style: Growth, Target: 33%.
Size: Large Cap, Target: 30%. Style: Core, Target 33%.
Size: Mega Cap, Target: 30%. Style: Growth, Target: 33%.
Size: Large Cap, Target: 30%. Style: Core, Target 33%.
Style box breakdown
The goal is to fill each target factor category while retaining roughly equal exposure to each of the 10 major economic sectors1 across the portfolio.
Advantages of your
Personal Strategy
Advantages of your
Personal Strategy
Tax optimization
Tax optimization
Our sophisticated tax-optimization process focuses on three key areas: asset location, tax-loss harvesting and tax efficiency.
Disciplined rebalancing
Disciplined rebalancing
We review portfolios daily for rebalancing opportunities. This provides the potential for enhanced returns by creating a systematic way of buying low and selling high.
Smart Weighting™
Smart Weighting™
Smart Weighting provides more even exposure to factors such as size, style and sector, ultimately designed to provide better diversification for your portfolio.
Dedicated advisor
Dedicated advisor
Your own dedicated service advisor will be there along the way to help with financial planning needs and behavioral coaching.
1 Global Industry Classification Standard (GICS) ten major sectors of the economy: Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Communication Services, and Real Estate.
Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).
IMPORTANT: The projections or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The results may vary with each use and over time.
Asset allocation, diversification, or rebalancing does not ensure a profit or protect against loss.