Model Portfolio Access
Access diversified models ranging from conservative income to high-growth equity blends. Each model includes allocation rationale, risk bands, and schedule-based rebalancing guidance with plain-language notes.
Browse modelsServices that turn market noise into clear, actionable steps
Stockhaven offers model portfolio access, portfolio diagnostics, and concise research built to support real decisions. Whether you invest personally or manage clients, our tools focus on risk control, clarity, and implementation speed.
Decision-ready process
Portfolio Diagnostics
Run concentration and factor checkups with scenario views for drawdowns and stress periods. Identify redundant bets, improve diversification, and export checklists that make changes easy to execute.
Request a walkthroughResearch Access
Concise notes on equities, ETFs, and macro inputs. We highlight catalysts, valuation, and quality metrics, then link implications to portfolio positioning and risk bands.
Read insightsWho we serve
Switch tabs to see how our approach adapts to your context while keeping the same discipline and clarity.
Individuals building long-term wealth
Use model portfolios and simple checklists to stay the course through varied markets. Our research explains drivers in plain language and shows how to implement changes without guesswork.
See portfoliosHow onboarding works
- Intro call to align on goals, constraints, and time horizon.
- Portfolio diagnostic to map concentration and factor drift.
- Model selection with risk bands and implementation checklist.
- First rebalance window scheduled with follow-up review.
Plans
Educational content only. Not personalized advice.
Frequently asked questions
Do you offer personalized advice?
No. Content on this site is educational and general in nature. For advice tailored to your situation, consult a licensed professional who can consider your objectives and constraints.
How often are models rebalanced?
We set schedules and risk bands for each model. Rebalances occur when allocations drift beyond bands or at scheduled review dates, whichever comes first.
What market coverage do you provide?
Coverage spans major equity sectors, factors, and core fixed income exposures. We assess catalysts, valuation, and quality metrics in context of macro conditions.
Sample deliverables
Allocation overview with risk bands and drift map.
Concise research notes that link signals to action.
Investing involves risk, including loss of principal. Past performance does not guarantee future results. Stockhaven Capital LLC does not provide personalized financial advice on this website.
Ready to streamline your portfolio process?
Schedule a short intro to pick a model and set your next rebalance. 📞