CTMA Wealth Management

RAMP Model Allocations for 2020

January 20, 2020 Season 1 Episode 11
CTMA Wealth Management
RAMP Model Allocations for 2020
Chapters
CTMA Wealth Management
RAMP Model Allocations for 2020
Jan 20, 2020 Season 1 Episode 11
Chris Abely

In Episode 11 we focus on CTMA’s Retirement Asset Management Program (RAMP) and the reallocations to the 2020 custom portfolios.  We interview Chris Abely and discuss the methodology used in reallocating and or removing different sectors or investments in the portfolios.  The podcast also has a refresher on the rational and composition of each Model (Conservative, Balanced, Growth and Aggressive) and how a participant can decide which model is right for them.

Visit our website to find out more about CTMA.

Show Notes

In Episode 11 we focus on CTMA’s Retirement Asset Management Program (RAMP) and the reallocations to the 2020 custom portfolios.  We interview Chris Abely and discuss the methodology used in reallocating and or removing different sectors or investments in the portfolios.  The podcast also has a refresher on the rational and composition of each Model (Conservative, Balanced, Growth and Aggressive) and how a participant can decide which model is right for them.

Visit our website to find out more about CTMA.

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