Lifetime managed accounts

Invesco Lifetime Platform Guide

Explore the value of Invesco ETF’s, model portfolios, and strategic investing allocation and associated portfolios, available exclusively to Primerica Advisors.

Invesco Strategic Balanced ETF Conservative Growth Portfolio

The Invesco Strategic Balanced ETF Portfolio consists of 19 holdings and offers diversified access to global equity and fixed income investments through a strategic long-term allocation to a variety of exchange traded funds.

Invesco Strategic Balanced ETF Growth Portfolio

This portfolio consists of 18 holdings and offers diversified access to domestic and global equity plus fixed income investments through a strategic long-term allocation to a variety of exchange traded funds, with the goal of balanced growth.

Invesco Strategic Balanced ETF Moderate Growth Portfolio

This portfolio consists of 19 holdings across US equity, international equity and fixed income. It offers diversified access to global equity and fixed income investments through a strategic long-term allocation to a variety of exchange traded funds, with the goal of moderate growth.

Invesco Strategic Focused ETF Global Equity Portfolio

Consisting of 12 holdings across US and international equity, this portfolio offers access to developed and emerging market equities through a strategic long-term allocation to a targeted set of ETFs.

Invesco Strategic Focused U.S. Equity Portfolio

This product provides access to US large, mid and small-cap equities through a strategic long-term allocation of 8 exchange traded funds.

Invesco Strategic Focused ETF Income Portfolio

Seeks to deliver an attractive yield via access to a set of eight fixed income classes and exchange traded funds across US and global markets.

Invesco Strategic Focused ETF 20/80 Portfolio

This product is a balance of US equity and US fixed income ETFs (20% equity, 80% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.

Invesco Strategic Focused ETF 40/60 Portfolio

This product is a balance of US equity and US fixed income ETFs (40% equity, 60% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.

Invesco Strategic Focused ETF 60/40 Portfolio

This product is a balance of US equity and US fixed income ETFs (60% equity, 40% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.