Individual Portfolios - Achieve Montana

Investment Options

Investment
Options

Individual Portfolios

Our Individual Portfolios each consist of one underlying investment from well-respected investment companies. You can choose among these Individual Portfolios to build your own personalized portfolio or combine these investments with our Asset Allocation Portfolios or Year of Enrollment Portfolios. The choice is yours.

These investments are passively managed and offer an equity option from iShares, a fixed income option from Vanguard and a capital preservation option from New York Life. Like our Asset Allocation Portfolios, the Individual Portfolios offer a fixed underlying investment that does not change over time. 

Detailed performance information is available by clicking here.

U.S. Equity Index pie chart

Detailed performance information is available by clicking here.

Bond Index Portfolio

Detailed performance information is available by clicking here.

Capital Preservation Portfolio