Investment Resources

ERB Model Fact Sheets

Explore the five Engineered Risk-Budgeted models, with portfolio allocations, RiskAlign® ranges, and important disclosures in each complete fact sheet.

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As of September 30, 2026

Review the model fact sheets.

Select a drawdown target to open its fact sheet. Each PDF includes the model’s objectives, allocation details, assumptions, and disclosures.

Understanding drawdown targets.

A drawdown target is an objective, not a guaranteed limit on losses. Actual losses can exceed the target. RiskAlign® ranges are hypothetical projections based on assumptions, and actual results can fall outside the ranges shown.

Read each complete PDF, including its important disclosures. Discuss the model’s risks and suitability with your advisor before making an investment decision.

Put the numbers in context.

Talk with our team about how drawdown risk relates to your goals and financial needs.

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