Available through financial professionals, 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.
Exclusively available on third-party platforms, Hartford Funds model-delivery SMAs are designed to meet evolving investor needs.
The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds Management Company, LLC (HFMC) does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. The material should not be considered impartial investment or fiduciary advice. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.
The model portfolios have been developed by HFMC’s Multi-Asset Solutions team and are subject to change without notice. The mutual funds within the model portfolios are distributed by Hartford Funds Distributors, LLC. Member FINRA/SIPC. Exchange traded products within the model portfolios are distributed by ALPS Distributors, Inc. The Multi-Asset Solutions team only selects products for which HFMC or its affiliates serve as investment adviser for inclusion in the model portfolios. 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 professionals, both which may require a certain allocation to cash which is not reflected in the model portfolios. The financial professional is solely responsible for making investment recommendations or decisions with respect to their clients without input from Hartford Funds. The models are not mutual funds or available for sale or purchase.
Investing involves risk, including the possible loss of principal. Investors should carefully consider the Hartford mutual funds and exchange-traded funds within the model portfolios’ investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund or exchange traded fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.
The model-delivered separately managed accounts (SMAs) are non-discretionary investment services provided by HFMC through separately managed account programs that are sponsored by non-affiliated broker-dealers (Program Sponsors). SMAs are not available for purchase directly through HFMC or its affiliates. For these strategies, HFMC relies upon security recommendations from Wellington Management Company LLP. Client accounts are managed based upon instructions provided by the client’s Program Sponsor and may differ from those of the models. The Program Sponsor, rather than HFMC, makes investment decisions and executes trades on behalf of its underlying clients. Investing involves risk.