Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

755 Primera Boulevard, Suite 1001

Lake Mary, Florida 32746

Model Portfolio Investment Strategy

Emphasizing Quality and Fairness

Our model portfolio investment strategies strive to provide you with the same experience as every other account no matter the size or the tenure of your portfolio with us, all while giving you the individual treatment you deserve. Model portfolio investment strategies have many advantages:

You receive the same price and execution on changes to the model portfolios as every other client.

Any changes to the model portfolios also change the structure of each account assigned to the model. Each account is updated instantaneously upon adjustments being made so your portfolio won't miss a beat.

We provide clients with opportunities for multi-model strategies (holding more than one model) to allow diversification and minimize your risks. If your goals include preserving your wealth while also generating income, our multi-model strategies are there for you.

Model Portfolio Construction

Our model portfolios are constructed from the top down. As part of the selection process, we begin by looking at all possible securities in the market. Next, we look at the highest-quality benchmarks to ensure we are selecting from the highest-quality pool of stocks possible.

 

From the selected benchmark, we focus on a particular investment objective. Once a pool of securities has been identified, we construct a model portfolio of holdings based on proprietary technical and fundamental analysis. Below are a few examples displaying this selection process.

40,000 Investible Securities

Stock Listed on the 

NASDAQ

Largest 100 non-financial Companies based on market capitalization

Model 12

S&P 1500

High Yielding Stocks who have Raised Dividends 20 Consecutive Years

Model 8d

All Investment Options

Selected Benchmark

Investment Objective

Model Portfolio

40,000 Investible Securities

All Investment Options

S&P 1500

Selected Benchmark

High Yielding Stocks who have Raised Dividends 20 Consecutive Years

Investment Objective

Model 8d

Model Portfolio

40,000 Investible Securities

S&P 1500

High Yielding Stocks who have Raised Dividends

20 Consecutive Years

Model 8d

All Investment Options

Selected Benchmark

Investment Objective

Model Portfolio

We offer a selection of 24 model portfolios comprised of either ETFs or individual stocks that encompass a range of investment objectives as well as a range of risk profiles. By utilizing the model portfolios we are able to provide you the exact same time and price execution of trades as other clients within the same model.

 

These models allow our professional advisors to construct a unique portfolio curtailed to each clients' investment profile. Although not all model portfolios are shown, below you will find our most popular strategies.

Core ETF Models

Model 5

Model 6

Model 7

Model 8

Model 9

Model 5 is comprised of non-trade-fee ETFs with an equity target of 60%

Model 6 is comprised of ETFs with an equity target of 70%

Model 7 is comprised of non-trade-fee ETFs with an equity target of 80%

Model 8 is comprised of ETFs with an equity target of 90%

Model 9 is comprised of non-trade-fee ETFs with an equity target of 100%

Model 0

Model 1

Model 2

Model 3

Model 4

Model 0 is comprised of  ETFs with an equity target of 0%

Model 1 is comprised of non-trade-fee ETFs with an equity target of 20%

Model 2 is comprised of ETFs with an equity target of 30%

Model 3 is comprised of non-trade-fee ETFs with an equity target of 40%

Model 4 is comprised of  ETFs with an equity target of 50%

Stock Models

Model 8es

Essential Services

All companies in the S&P 500 index that are classified as Utilities and Telecommunications. Companies such as water, gas and electric utilities, telecommunications, television and energy providers.

Model 8d

Dividend Growth

A stock must: (1) be a member of the S&P Composite 1500 (2) Have increased dividends every year for at least 20 consecutive years (3) Meet minimum float-adjusted market capitalization and liquidity requirements.

Model 6di

High Current Dividend Yield

A stock must satisfy the following criteria: (1) be a member of the S&P 500 and (2) must be actively traded. 50 stocks are selected from the 75 selected highest yielding stocks based on the lowest realized volatility. A stock must be high-yielding, qualified dividend-paying, and from U.S.-based securities screened for companies with superior quality and financial health.

Model 10

Model 12

Growth

Aggressive Growth

Companies should be among the largest and more stable companies in the S&P 500 and must have listed options. Sector balance is considered in the selection of stocks.

A stock must be one of the largest non-financial companies listed on the Nasdaq Stock Market, based on market capitalization.

Volatility Targeting Models (VT)

The three volatility targeting models we offer (3VT, 6VT, 10VT) provide clients with multiple solutions to add a dynamic allocation to their portfolio. The models target a set annual standard deviation of returns through a dynamic exposure to an S&P 500 large cap index ETF. The models rebalance monthly and therefore generate trades on a monthly basis. 

Below is a table that shows the backtest results of each model compared to the S&P 500 Index.

Results of Backtest 2003 - 2019

3VT

6VT

10VT

Volatility Targeting Models

S&P 500 Index

Target Volatility

Backtest Volatility

Maximum Drawdown

Compounded Annual Growth Rate (CAGR)

CAGR of Model as % of S&P 500 Index CAGR

Backtest Volatility vs. S&P500 Index

Risk Adjusted Return (Higher is Better)

Average Allocation to S&P 500 index ETF

3%

3.5%

-5.2%

4.4%

47%

19%

126%

27%

6%

7%

-10.5%

6.8%

73%

38%

97%

52%

10%

10.5%

-21.6%

8.8%

95%

58%

84%

76%

18.%

-55.2%

9.3%

100%

100%

51%

100%

 

Cutting Edge Innovation

Volatility Targeting Strategy has long been offered by advanced hedge funds and large institutions. The team at Jackson Wealth Management takes great pride in offering this strategy to all of our clients.

Sample Client Portfolio

Each clients portfolio consists of multiple accounts that are bought into different models allowing advisors to diversify each portfolio and build an overall allocation specific to each individuals risk profile.

Model 5

Model 8

Model 10

35%

50%

15%

Total equity exposure based on this sample portfolio of three accounts -  83%

Available Model Portfolios

Learn More About Our Models

No Cost, No Obligation

(800) 578-3181

Learn more about our complimentary 295-point Financial Checkup.

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