Core Series Portfolio

Your globally diversified, all-in-one core portfolios

The Retirement Ally Core models are customized allocations developed in collaboration with BlackRock’s Model Construction Team (Aladdin). By using a strategic investment philosophy, BlackRock sets annual model allocations in globally diversified investments, which are adjusted 3 to 6 times a year based on market performance.

Powered by Aladdin

Aladdin is at the cutting edge of financial industry insights and technology, and sits at the heart of everything BlackRock does. Aladdin helps ensure that clients’ exposure to risk is deliberate, and that risks are diversified and appropriately scaled. While Aladdin has traditionally been used by institutions, governments, and central banks, they have made significant investments to bring the power of the platform to individual client portfolios.

Low-cost ETFs

Core Series portfolios invest primarily ETFs. The ETF positions allow the portfolio to be managed for a low overall internal expense cost for the clients (usually between .10 percent and .20 percent). The Core Series models are 100 percent invested at all times.