The Fortress Portfolio is Alhambra’s original asset allocation strategy developed at the turn of the century. You can read the story of how and why the Fortress Portfolio was developed here.
- Minimum investment of just $100,000
- Low cost: 0.50% annual management fee
- A strategic, passive investment portfolio of ETFs
- Superior, multiple asset class approach produces consistent returns
- Low volatility compared to stock/bond only allocations
- Allocation to real assets to protect purchasing power
- Validated by 50 years of performance research analysis
Portfolio Asset Classes
The Fortress Portfolio is a passive portfolio utilizing multiple asset classes:
- Large Cap Stocks
- Small Cap Stocks
- Real Estate
- Commodities
- Bonds
The Alhambra Difference
Additional benefits of having an Alhambra Investments account:
- Orion Client Portal includes:
- Exclusive client-only research
- Performance tracking
- Asset allocation tracking
- Ability to aggregate and track non-Alhambra accounts
- Text alerts relevant to your account
- Dedicated Alhambra Contact Person
- Periodic Access to Joe Calhoun, Jeff Snider, and Margie Fernandez
- Special Client Events
Fact Sheet – Fortress Portfolio
We have constructed 7 versions of this portfolio, based on risk tolerance:
Portfolio Implementation
US Version: International Version: Global Version:
By The Numbers
Our Flagship Fortress Portfolio
Higher Returns & Lower Volatility
since 1970
0%
Fortress Portfolio – Compound Annual Growth Rate
0%
Fortress Portfolio – Standard Deviation
0%
VS a typical 60/40 Portfolio
0%
VS a typical 60/40 Portfolio
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