Model Sheets

Advisory Solutions Fund Model Sheets

• Active/Passive Core All-Equity Focus (pdf)
• Active/Passive Core I Balanced Toward Growth (pdf)
• Active/Passive Core I Balanced Toward Growth with Bridge Builder (pdf)
• Active/Passive Core II Balanced Toward Growth with Bridge Builder (pdf)
• Active/Passive Core I Balanced Growth & Income (pdf)
• Active/Passive Core I Balanced Growth & Income with Bridge Builder (pdf)
• Active/Passive Core II Balanced Growth & Income (pdf)
• Active/Passive Core Balanced Toward Income (pdf)
• Active/Passive Core I Growth Focus (pdf)
• Active/Passive Core I Growth Focus with Bridge Builder (pdf)
• Active/Passive Core II Growth Focus with Bridge Builder (pdf)
• Active/Passive Core Income Focus (pdf)
• Active/Passive Core Plus All-Equity Focus (pdf)
• Active/Passive Core Plus I Balanced Toward Growth (pdf)
• Active/Passive Core Plus I Balanced Toward Growth with Bridge Builder (pdf)
• Active/Passive Core Plus II Balanced Toward Growth with Bridge Builder (pdf)
• Active/Passive Core Plus I Balanced Growth & Income (pdf)
• Active/Passive Core Plus I Balanced Growth & Income with Bridge Builder (pdf)
• Active/Passive Core Plus II Balanced Growth & Income with Bridge Builder (pdf)
• Active/Passive Core Plus Balanced Toward Income (pdf)
• Active/Passive Core Plus I Growth Focus (pdf)
• Active/Passive Core Plus I Growth Focus with Bridge Builder (pdf)
• Active/Passive Core Plus II Growth Focus with Bridge Builder (pdf)
• Active/Passive Core Plus Income Focus (pdf)
• Core All-Equity Focus (pdf)
• Core All-Equity Focus with Bridge Builder (pdf)
• Core I Balanced Toward Growth (pdf)
• Core I Balanced Toward Growth with Bridge Builder (pdf)
• Core II Balanced Toward Growth (pdf)
• Core II Balanced Toward Growth with Bridge Builder (pdf)
• Core III Balanced Toward Growth (pdf)
• Core III Balanced Toward Growth with Bridge Builder (pdf)
• Core IV Balanced Toward Growth with Bridge Builder (pdf)
• Core I Balanced Growth & Income (pdf)
• Core I Balanced Growth & Income with Bridge Builder (pdf)
• Core II Balanced Growth & Income (pdf)
• Core II Balanced Growth & Income with Bridge Builder (pdf)
• Core III Balanced Growth & Income with Bridge Builder (pdf)
• Core Balanced Toward Income (pdf)
• Core I Balanced Toward Income with Bridge Builder (pdf)
• Core II Balanced Toward Income with Bridge Builder (pdf)
• Core I Growth Focus (pdf)
• Core I Growth Focus with Bridge Builder (pdf)
• Core II Growth Focus with Bridge Builder (pdf)
• Core Income Focus (pdf)
• Core Income Focus with Bridge Builder (pdf)
• Core Index All-Equity Focus (pdf)
• Core Index Balanced Toward Growth (pdf)
• Core Index Balanced Growth & Income (pdf)
• Core Index Balanced Toward Income (pdf)
• Core Index Growth Focus (pdf)
• Core Index Income Focus (pdf)
• Core Plus All-Equity Focus (pdf)
• Core Plus All-Equity Focus with Bridge Builder (pdf)
• Core Plus I Balanced Toward Growth (pdf)
• Core Plus I Balanced Toward Growth with Bridge Builder (pdf)
• Core Plus II Balanced Toward Growth (pdf)
• Core Plus II Balanced Toward Growth with Bridge Builder (pdf)
• Core Plus III Balanced Toward Growth (pdf)
• Core Plus III Balanced Toward Growth with Bridge Builder (pdf)
• Core Plus IV Balanced Toward Growth with Bridge Builder (pdf)
• Core Plus I Balanced Growth & Income (pdf)
• Core Plus I Balanced Growth & Income with Bridge Builder (pdf)
• Core Plus II Balanced Growth & Income (pdf)
• Core Plus II Balanced Growth & Income with Bridge Builder (pdf)
• Core Plus III Balanced Growth & Income with Bridge Builder (pdf)
• Core Plus Balanced Toward Income (pdf)
• Core Plus I Balanced Toward Income with Bridge Builder (pdf)
• Core Plus II Balanced Toward Income with Bridge Builder (pdf)
• Core Plus I Growth Focus (pdf)
• Core Plus I Growth Focus with Bridge Builder (pdf)
• Core Plus II Growth Focus with Bridge Builder (pdf)
• Core Plus Income Focus (pdf)
• Core Plus Income Focus with Bridge Builder (pdf)
• Tax Sensitive All-Equity Focus (pdf)
• Tax Sensitive All-Equity Focus with Bridge Builder (pdf)
• Tax Sensitive II All-Equity Focus with Bridge Builder (pdf)
• Tax Sensitive I Balanced Toward Growth (pdf)
• Tax Sensitive I Balanced Toward Growth with Bridge Builder (pdf)
• Tax Sensitive II Balanced Toward Growth with Bridge Builder (pdf)
• Tax Sensitive Balanced Growth & Income (pdf)
• Tax Sensitive I Balanced Growth & Income with Bridge Builder (pdf)
• Tax Sensitive II Balanced Growth & Income with Bridge Builder (pdf)
• Tax Sensitive Balanced Toward Income (pdf)
• Tax Sensitive I Balanced Toward Income with Bridge Builder (pdf)
• Tax Sensitive II Balanced Toward Income with Bridge Builder (pdf)
• Tax Sensitive Growth Focus (pdf)
• Tax Sensitive I Growth Focus with Bridge Builder (pdf)
• Tax Sensitive II Growth Focus with Bridge Builder (pdf)
• Tax Sensitive Income Focus (pdf)
• Tax Sensitive I Income Focus with Bridge Builder (pdf)
• Tax Sensitive II Income Focus with Bridge Builder (pdf)

Advisory Solutions UMA Model Sheets

• Core UMA $500,000 with taxable bonds Income Focus (pdf)
• Core UMA $500,000 with tax-free bonds Income Focus (pdf)
• Core UMA $1 million with taxable bonds Income Focus (pdf)
• Core UMA $1 million with tax-free bonds Income Focus (pdf)
• Core UMA $500,000 with taxable bonds Balanced Toward Income (pdf)
• Core UMA $500,000 with tax-free bonds Balanced Toward Income (pdf)
• Core UMA $1 million with taxable bonds Balanced Toward Income (pdf)
• Core UMA $1 million with tax-free bonds Balanced Toward Income (pdf)
• Core UMA $500,000 with taxable bonds Balanced Growth & Income (pdf)
• Core UMA $500,000 with tax-free bonds Balanced Growth & Income (pdf)
• Core UMA $1 million with taxable bonds Balanced Growth & Income (pdf)
• Core UMA $1 million with tax-free bonds Balanced Growth & Income (pdf)
• Core UMA $500,000 with taxable bonds Balanced Toward Growth (pdf)
• Core UMA $500,000 with tax-free bonds Balanced Toward Growth (pdf)
• Core UMA $1 million with taxable bonds Balanced Toward Growth (pdf)
• Core UMA $1 million with tax-free bonds Balanced Toward Growth (pdf)
• Core UMA $500,000 with taxable bonds Growth Focus (pdf)
• Core UMA $500,000 with tax-free bonds Growth Focus (pdf)
• Core UMA $1 million with taxable bonds Growth Focus (pdf)
• Core UMA $1 million with tax-free bonds Growth Focus (pdf)
• Core UMA $500,000 with taxable bonds All Equity Focus (pdf)
• Core UMA $500,000 with tax-free bonds All Equity Focus (pdf)
• Core UMA $1 million with taxable bonds All Equity Focus (pdf)
• Core UMA $1 million with tax-free bonds All Equity Focus (pdf)