For more than 30 years, Ibbotson Associates, Inc. has been a leading provider of asset allocation research and real-world solutions.
Each Ibbotson model portfolio offered on the SelectOne platform is:
Each model portfolio in the Ibbotson lineup seeks to deliver the best of both active and passive investing styles.
Ibbtoson carefully monitors the overall risk level of a model portfolio when combining active and passive strategies.
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©2012 Ibbotson Associates, Inc., All rights reserved. The Ibbotson name and logo are registered marks of Ibbotson. Ibbotson is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Ibbotson Associates is not affiliated with Geneos Wealth Management
*Ibbotson Associates is a non-discretionary investment manager providing model investment portfolios to Geneos Wealth Management; these model portfolios are available under the Select One Program (Program). Geneos Wealth Management has full discretion to invest Program client accounts in accordance with the model or deviate from the model provided by Ibbotson Associates.