Sometimes, clients need to dedicate a relatively small part of their portfolio to funding a particular need. In such situations, a packaged (rather than customized) multi-asset-class solution may make sense. We offer two: Retirement Strategies and Wealth Strategies.
AllianceBernstein Retirement Strategies are a series of broadly diversified strategies, each aimed at investors who plan to retire on or near a target date, such as 2020, 2025 or 2030. The portfolio’s investment mix of equities and bonds becomes progressively more conservative over time as the strategy approaches and passes through its target retirement date.
AllianceBernstein Wealth Strategies are a set of three strategies that are diversified by investment style, geography and company size, rebalanced to maintain target portfolio allocations, with volatility management. Each strategy has a different risk-and-return profile.