Smith Barney creates ETF model portfolios

New York-based Smith Barney’s Consulting Group has launched eight model portfolios that invest in exchange traded funds: the CG Select ETF Allocations.
APR 30, 2007
By  Bloomberg
New York-based Smith Barney’s Consulting Group has launched eight model portfolios that invest in exchange traded funds: the CG Select ETF Allocations. “We believe this is one of the industry's first model portfolio programs to offer active management on the portfolio level through tactical asset allocation incorporating exchange traded funds,” James J. Tracy, director of Consulting Group, said in a statement. “These features have the potential to cumulatively enhance a portfolio's risk/return profile over time.” The tactical asset allocation is provided by Citigroup Global Wealth Management's Investment Strategy Committee. Based on its outlook for the economy and capital markets, the committee periodically makes incremental asset class and sector adjustments to their range of strategically efficient models. The committee also designates opportunistic investments for each model portfolio, which at various times may include, but are not limited to, ETFs representing short-term bonds, U.S. equity sectors and real estate investment trusts. The eight models range strategically from 100% fixed-income on the most conservative end to 100% equity for investors with a substantial risk tolerance.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.