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Deliver a personalized investment experience through customized portfolios.
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Increase efficiency by automating routine tasks like tax management, trading, and portfolio rebalancing.
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End-to-end fintech-powered solution integrates seamlessly into your existing process and tech stack.
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Implement our complete portfolios or customize by using the managers and investments of your choice.
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Asset allocation and manager selection guidance is built with client choice and investment outcomes in mind.
We’ve assembled an end-to-end fintech-powered solution that integrates seamlessly into your existing process and tech stack. It’s simple to adopt, easy to manage through time, and may help produce improved outcomes. Now you can spend more time with clients and grow your practice.
Asset allocation views, grounded in industry insights, inform our portfolio construction process. We seek to deliver competitive performance tailored to your desired outcomes for risk, return, and income potential.
Core Multi-Manager Portfolios
Qualified and tax-aware portfolios
Core with Alts Multi-Manager Portfolios
Qualified and tax-aware portfolios
Growth and Income Multi-Manager Portfolios
Qualified and tax-aware portfolios
Principal Core ETF Portfolios
10% increments of fixed income/equity allocations ranging from 100% fixed income to 100% equity.
Past performance does not guarantee future results.
Asset allocation and diversification does not ensure a profit or protect against a loss.
The portfolios described above are available through a third-party fintech provider engaged by Principal. Activation is subject to agreements and other limitations. Customization of individual portfolios is done by a Financial Advisor at the client portfolio level based on the needs and preferences of an individual client. Principal does not offer these services.
Principal Asset Management℠ is a trade name of Principal Global Investors, LLC.
The model portfolios presented are not registered investment products, but, rather, are model strategies reflective of a model account invested in underlying mutual funds and ETFs. The model portfolios do not represent any specific account, pooled investment vehicle or investable securities managed by Principal. Principal Asset Management provides these models for the use of financial advisors; however, the models are not a recommendation or investment advice for any particular client or account. Your financial advisor is responsible for reviewing your individual financial situation and needs to determine the appropriateness of this or any investment allocation. Model portfolios are exposed to the specific risks of the underlying funds in direct proportion to their percentage allocation
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
Principal Asset Allocation is an investment team within Principal Global Investors.