Newton Office

Three Newton Executive Park

2223 Washington Street Suite 101
Newton, MA 02462

Conservative Asset Allocation is driven by our Rules Based Investing® philosophy and is designed for an investor wishing to take minimal risk investing a majority of their funds in fixed income with some exposure to equities and alternatives. Generally, the weightings would be expected to be approximately 25% Equity - 50% Fixed Income - 25% Alternatives. DOWNLOAD FACT SHEET

Features – Within a strategic framework AA CON addresses many more risks than standard Conservative strategies, including both normal and non-normal risks, while also avoiding the risk of tactical model failures.

Benefits – The portfolio is designed to participate in up markets and to mitigate losses consistent with a Conservative allocation in down markets.


Moderate Conservative Asset Allocation is driven by our Rules Based Investing® philosophy and is designed for an investor who wishes to take below average risk investing nearly half of their funds in fixed income with some exposure to equities and alternatives. Generally, the weightings would be expected to be approximately 35% Equity - 40% Fixed Income - 25% Alternatives. DOWNLOAD FACT SHEET

Features – Within a strategic framework AA Moderate Conservative addresses many more risks than standard Moderate Conservative strategies, including both normal and non-normal risks, while also avoiding the risk of tactical model failures.

Benefits – The portfolio is designed to participate in up markets and to mitigate losses consistent with a Moderate Conservative allocation in down markets.


Moderate Asset Allocation is driven by our Rules Based Investing® philosophy and is designed for an investor wishing to take average risk investing just over half of their funds in equities with some exposure to fixed income and alternatives. Generally, the weightings would be expected to be approximately 55% Equity - 25% Fixed Income - 20% Alternatives. DOWNLOAD FACT SHEET

Features – Within a strategic framework AA MOD addresses many more risks than standard Moderate strategies, including both normal and non-normal risks, while also avoiding the risk of tactical model failures.

Benefits – The portfolio is designed to participate in up markets and to mitigate losses consistent with a Moderate allocation in down markets.


Moderate Aggressive Asset Allocation is driven by our Rules Based Investing® philosophy and is designed for an investor wishing to take above average risk investing a majority of their funds in equities with some exposure to fixed income and alternatives. Generally, the weightings would be expected to be approximately 65% Equity - 15% Fixed Income - 20% AlternativesDOWNLOAD FACT SHEET

Features – Within a strategic framework AA MAG addresses many more risks than standard Moderate Aggressive strategies, including both normal and non-normal risks, while also avoiding the risk of tactical model failures.

Benefits – The portfolio is designed to participate in up markets and to mitigate losses consistent with a Moderate Aggressive allocation in down markets.


Aggressive Asset Allocation is driven by our Rules Based Investing® philosophy and is designed for an investor wishing to take high risk investing a majority of their funds in equities with some exposure to fixed income and alternatives. Generally, the weightings would be expected to be approximately 80% Equity - 5% Fixed Income - 15% AlternativesDOWNLOAD FACT SHEET

Features – Within a strategic framework AA AGG addresses many more risks than standard Aggressive strategies, including both normal and non-normal risks, while also avoiding the risk of tactical model failures.

Benefits – The portfolio is designed to participate in up markets and to mitigate losses consistent with an Aggressive allocation in down markets.


EAM Asset Allocation Weightings

EAM Asset Allocation ETF Internal Expenses and ETF Sponsors

EAM Asset Allocation Construction Process

EAM Asset Allocation Taxation