Every Investor’s Journey is Different —
Which is why we’ve built a suite of institutional-grade portfolios and funds to serve a wide range of goals, risk levels, and stages of life. Whether you’re seeking growth, income, or a balance of both, our solutions provide disciplined, risk-managed access to global markets — with the flexibility to adapt to your unique needs.
The Foundation of Our Portfolios
Our Core+, Explore+, Income+, Flex+, and Tailor+ portfolios are the foundation of how we invest. Each is constructed from Raintree’s four institutional-quality investment pools — Core Equities, Core Fixed Income, Enhanced Yield, and Alternative Strategies — and each serves a different purpose:
Core+
Core portfolios designed to provide long-term investment exposure.
Explore+
Portfolios that focus on alternative investments to generate absolute returns with private and public assets.
Flex+
Core portfolios that provide long-term investment exposure while focusing on liquidity.
Income+
Yield-focused portfolios leveraging both public and private credit strategies for enhanced income generation.
Tailor+
A customizable solution allowing investors to enhance their portfolios with access to curated public and alternative investments in combination with a Raintree Portfolio.
Risk-Profiled Models: Finding Your Fit
Beyond the above categories, we recognize that investors have unique needs and risk tolerance & capacity. That’s why we offer a set of risk-profiled model portfolios that configure our solutions in different ways to match your objectives.
Preservation Portfolio
Built for maximum stability and capital preservation. Nearly all assets are in Core Fixed Income with a small allocation to Core Equities. Suited for shorter time horizons or highly risk-averse investors.
Conservative Portfolio
A conservative balance of Core Fixed Income and Core Equities, with selective allocations to Enhanced Yield and Alternatives. Designed to provide modest growth while keeping volatility low.
Balanced Conservative Portfolio
A well-rounded mix across all four pools. Targets modest growth while protecting against downside risk. Income+ versions place greater emphasis on Core Fixed Income and Enhanced Yield.
Balanced Portfolio
A true middle ground. Half the portfolio in equities, supported by fixed income, yield strategies, and alternatives. Designed for steady long-term balance of growth and income.
Balanced Growth Portfolio
Tilted toward equities for higher return potential while still holding income and alternatives for diversification. Income+ versions emphasize Enhanced Yield for investors seeking higher distributions.
Growth Portfolio
For investors focused on wealth-building, with high equity exposure and significant allocation to Alternatives. Suitable for those who can tolerate greater market fluctuations.
Growth Plus Portfolio: The most aggressive strategy, with maximum equity and alternatives exposure and little to no fixed income. Designed for long-term investors comfortable with short-term volatility.
Growth Plus Portfolio
Our Funds
Our Funds offer focused exposure to key asset classes and strategies. Each fund can stand alone or complement a broader portfolio.
Alternative Strategies Fund
A powerful diversifier, targeting consistent long-term returns with low correlation to equity markets. Blends public and private investments, including real estate, hedge funds, absolute-return and market-neutral strategies, and real assets.
Enhanced Yield Fund
Income first, growth second. Combines liquid and private credit with alternative income strategies. Targets an 8% annual yield, with monthly distributions (cash or DRIP) and strong tax efficiency.
Core Equity Fund
Global equity exposure with a disciplined mix of active strategies and ETFs. Targets traditional equity like, long-term returns with volatility in the 12–15% range over long periods. A foundational growth solution for wealth building.
Core Fixed Income Fund
A foundation of stability. Provides access to high-quality fixed income and selective private credit. Targets traditional fixed income like long-term returns, with quarterly distributions (~3%) and daily liquidity.
Raintree Portfolio Alignment Tool
Finding the right portfolio begins with understanding how risk, time horizon, and objectives intersect.
The Raintree Portfolio Alignment Tool is a brief, five-question assessment designed to provide an initial perspective on which Raintree portfolio type may align with your preferences and financial priorities. This tool offers a high-level starting point only. Your results are not a recommendation, but rather a directional view intended to support a more meaningful conversation with a Raintree Advisor.
Your responses help us understand how you think about risk, volatility, and long-term outcomes. Based on your answers, the tool will suggest one of Raintree’s portfolio styles, ranging from capital preservation to growth-oriented strategies. From there, we invite you to speak with an Advisor who can provide a more accurate, personalized portfolio recommendation based on your full financial picture, including goals, income needs, tax considerations, and investment experience.
Custom Solutions
If you don’t see a solution that perfectly matches your needs, we offer more personalized strategies through our Tailor+ portfolio customization sleeve. These allow you to integrate curated ETFs and alternative investments, ensuring your portfolio reflects your unique goals, values, and tax considerations.
Your Goals.
Our Strategy.
Your Raintree Solution.
Whether you already see a portfolio or fund that fits your objectives, or you’re not sure where to begin, our team will guide you every step of the way.
From ready-made solutions to fully customized strategies, we’ll work with you to build an investment approach that reflects your goals, values, and life circumstances.
Let’s find the solution that’s right for you.
