Vantage 3.0 American Portfolios are the fourth line of portfolios offered by Beacon Capital Management, each model equipped with its own proprietary risk management strategy. Beacon’s Vantage 2.0 and Vantage 3.0 subscribe to equal sector allocation; however, under this approach, while losses can be limited in down years, gains may be limited in years when just a handful of sectors drive the performance of the S&P 500, such as with technology, financials and healthcare in 2017. The Vantage 3.0 American Portfolios maintain the same loss prevention protection as the original Vantage 3.0 portfolios but offer investors new domestic and international allocations through American Funds products.
“Beacon…
