Investment Plans
Built around you
Goal-based investment plans aligned to your risk and timeline
At Assets Glocalization Unicorn, plans start with your objectives—growth, income, or preservation—then translate your policy
into a diversified, tax-aware portfolio. We monitor, rebalance, and adjust as markets and life evolve.
Global diversification
Risk controls
Tax-aware implementation
Plans
Four clear paths—customized for you
Each plan is a starting point. We tailor allocations, liquidity, and taxes to your situation.
Capital Growth
Pursue long-term appreciation with disciplined risk anchors and selective tilts.
Global equity core with factor diversification- Risk budget and rebalance bands
- Tax-aware trading and lot selection
Balanced Growth & Income
A resilient blend for investors seeking growth while moderating drawdowns.
- Global equities + core bonds
- Stabilizers sized to risk tolerance
- Opportunistic rebalancing discipline
Income Focus
Cash-flow aligned allocations for distribution needs and retirement income.
- Quality fixed income as core anchor
- Equity income sleeve for growth of income
- Liquidity buffers for sequence-risk
Capital Preservation
Protect capital with low volatility and strict guardrails.
- Short-duration and cash sleeves
- Limited equity exposure with bands
- Clear policy for rebalances & raises
Customization
From policy to portfolio
Your plan maps to a written policy: objectives, risk budget, cash needs, taxes, and benchmarks. We then
implement with efficient vehicles, set drift bands, and monitor continuously.
- Asset location across account types
- Tax-loss harvesting & gain deferral
- Scenario & stress views for risk
Comparison
Which plan fits your goal?
| Plan | Primary Objective | Typical Allocation Lens | Best For |
|---|---|---|---|
| Capital Growth | Long-term appreciation | Global equities with risk anchors; factor diversification; tax-aware trading | Long horizon, higher risk tolerance |
| Balanced Growth & Income | Growth with moderated volatility | Equities + core bonds; stabilizers sized to risk budget; opportunistic rebalances | Medium horizon, moderate risk tolerance |
| Income Focus | Cash-flow generation & stability | Quality fixed income + equity income; liquidity buffers for distributions | Approaching or in retirement; regular withdrawals |
| Capital Preservation | Low volatility & principal protection | Short duration / cash core; limited equity with tight bands | Short horizon or low risk tolerance |
For organizations
Institutional mandates & 401(k) plan design
We support policy design, lineup construction, QDIA frameworks, and ongoing governance—coordinating
recordkeepers, payroll, custodians, and auditors.
- Menu design & vendor coordination
- Fiduciary process & documentation
- Participant education & enrollment
Questions
Investment Plans FAQs
Yes—life changes and market conditions can prompt updates. We revisit policy, re-set allocations, and
execute transitions in a tax-aware way.
We coordinate asset location, lots, and harvesting across taxable and tax-advantaged accounts, aligned
with your CPA where needed.
Where appropriate, we can incorporate values-aligned exposures within your risk budget and policy limits.
Allocation, performance vs. benchmarks, activity, realized tax items, and progress against your policy
objectives—clearly tied back to your plan.
Ready to align your plan with your goals?
Discover why clients choose Assets Glocalization Unicorn for disciplined strategy, transparent reporting, and attentive service.