01 Objective
Deliver risk-aware total return through a multi-strategy, multi-asset model — calibrated to one of five risk profiles, so the advisor can match the client without leaving the Main framework.
Multi-strategy
All Asset
A diversified model family that blends Main's four active equity strategies with fixed income and alternatives — scaled across five risk profiles, Conservative through Aggressive. The advisor picks the profile; Main runs the portfolio inside it.
One framework. Every mandate.
All Asset is a model family that can run the whole managed allocation. The equity sleeve is built from Main's four strategies; the fixed-income sleeve uses cost-efficient third-party ETFs; and alternatives are added where they fit. The risk profile sets the proportions — the strategies inside do the work.
We believe the right way to deliver a multi-asset model is to build it from real strategies, not asset-class proxies. Every equity dollar inside All Asset is invested through one of Main's four building blocks — Sector Rotation for the U.S. core, International for the non-U.S. side, BuyWrite for hedged-equity income, and Thematic for secular growth. The advisor isn't buying an index of Main's views; they're buying the views themselves, expressed through the same process the firm runs everywhere.
Five risk profiles span the spectrum, from Conservative (30 / 70) to Aggressive (100 / 0), with the equity / fixed-income mix shifting cleanly across them. The advisor selects the profile that matches the client; Main rebalances inside it on the committee's discipline. The risk-based lineup has carried a live track record since its launch at the end of 2022.
Spec sheet
At a glance.
02 Approach
The equity sleeve is built from Main's four strategies — Sector Rotation, BuyWrite, International, Thematic. Fixed income is implemented through cost-efficient third-party ETFs, with alternatives where appropriate. The risk profile sets the equity / fixed-income mix; the strategies inside do the work.
03 Implementation
Available as a model on leading TAMP and advisory platforms. The advisor selects the risk profile that fits the client; Main rebalances inside the model on the committee's discipline. One allocation, five profiles available.
How it's built
Built from real strategies, not asset-class proxies.
Every equity dollar runs through one of Main's four strategies. Fixed income uses cost-efficient third-party ETFs, with alternatives where appropriate — the risk profile sets the proportions.
01 Four strategies
Start with the equity building blocks.
The equity sleeve is built from Main's four strategies — Sector Rotation for U.S. core, International for non-U.S. core, BuyWrite for hedged-equity income, and Thematic for secular growth.
Each is a standalone Main strategy with its own committee, process, and live track record — used inside All Asset at full expression.
02 Combine
Wire them into a multi-strategy core.
The four are sized to do specific jobs inside the model — a U.S. core, a non-U.S. core, an income-and-cushion sleeve, and a growth tilt.
The result is an equity allocation that already carries a view — the same view the investment committee runs everywhere else.
03 Calibrate
Add the anchor and set the profile.
The equity sleeve is paired with a third-party fixed-income sleeve — and alternatives where appropriate — sized to the chosen risk profile.
Five profiles, one framework: same building blocks inside, different proportions outside.
Risk-based models
One framework, scaled across five risk profiles.
The dial that changes from one profile to the next is the equity / fixed-income mix. The process behind it doesn't — same strategies, same committee, different proportions. Select a profile →
Equities Fixed income
These equity / fixed-income splits are each profile's target risk benchmark — not the model's actual asset allocation.
Profile 01
Conservative
30% EQUITY70% FIXED INCOME
Profile 02
Balanced
50% EQUITY50% FIXED INCOME
Profile 03
Growth
70% EQUITY30% FIXED INCOME
Profile 04
Dynamic
80% EQUITY20% FIXED INCOME
Profile 05
Aggressive
100% EQUITY0% FIXED INCOME
Risk changes. Process stays consistent.
Asset-class mix Main strategy sleeve Third-party fixed income Alternatives where appropriate
Where it fits
The whole managed allocation, in one model.
All Asset is built to run the entire managed sleeve — not a satellite. The advisor delegates the portfolio decision to Main, picks the risk profile, and spends the time saved on the client.
One model over the whole managed allocation — the mix inside shifts with the risk profile.
Talk with us about All Asset.
Walk through the five risk profiles, how the equity sleeve is built, or how All Asset would run the managed allocation in your current practice. The conversation is the partnership.