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Diversified, Multi-Asset Model Portfolios

Available through financial advisors, Hartford Funds Model Portfolios are designed to provide diversified and dynamically managed exposure to a variety of asset classes through portfolios of exchange-traded funds (ETFs) and mutual funds.

Designed With Investor Outcomes in Mind

Hartford Funds Multi-Asset Solutions team designs and manages a suite of multi-asset model portfolios that seek to address investors' demand for simple access to solutions that help address complex investment challenges. The team’s approach combines fundamental macro analysis with quantitative tools to assess market environments.

Hartford Funds Multi-Asset Approach




Important Information: This material has been distributed for informational purposes only and should not be considered investment advice or a recommendation regarding the use or suitability of any model portfolio or any particular mutual fund or exchange traded fund. Content contained herein is not intended to be impartial or fiduciary advice or tax advice. The models are provided “as is” without any warranty of any kind. Information provided herein may not be indicative of an investor’s actual experience. Investors may not invest directly in a model portfolio except through certain platforms that may offer our models or through implementation by certain financial advisors, both which may require a certain allocation to cash which is not reflected in the model portfolios. The financial advisor is solely responsible for making investment recommendations or decisions with respect to its clients without input from Hartford Funds. The models are not funds. The content has been developed, and the material is provided by Hartford Funds (Hartford Funds Management Company, LLC, together with its wholly owned subsidiary, Lattice Strategies LLC). The material contains the opinions of Hartford Funds’ Multi-Asset Solutions team and not necessarily the views of the sub-advisers to Hartford Funds and is subject to change without notice. Hartford Funds may update the underlying fund allocations in the models quarterly. Hartford Funds and its affiliates receive fees for managing, distributing and/or servicing its investments.

The primary objective of Hartford Funds Model Portfolios is to illustrate how a well-diversified portfolio of Hartford Funds investment company products might be constructed based on a particular asset allocation mix.