Thoughts from the Ledge

RAMP Model Allocations for 2020


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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.

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Thoughts from the LedgeBy Grey Ledge Advisors