Portfolio Allocation Model

Complete the form below to submit your portfolio allocation.  If you need to submit multiple allocations at once, please complete our allocation spreadsheet.


      Submission Details:

      Client Details:

      Allocation Details:

      Barbell Portfolio Models:

      *Note: For a blended portfolio please make sure they total 100%

      Additional Details:

      Past performance is not a guarantee of future financial results. Truvestments Capital cannot guarantee future financial results. Truvestments and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

      Need to submit multiple allocations?

      Use the file below to submit multiple allocation requests at once:

      Download Allocation Spreadsheet

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