Each one a deliberate choice, informed by where capital is moving and what is most likely to compound American wealth over the next twenty years.
We recognize that every client’s financial picture is unique. At THRYVE, we design each portfolio to support both near- and long-term objectives through strategic diversification and targeted exposure to the sectors and themes we believe are driving growth and innovation, as reflected in our Strategic Growth Model.
Clients do not engage us simply to track an index; they rely on us for a differentiated perspective on the next 10 to 20 years and the growth forces shaping an evolving global economy.
Benchmark: S&P 500 Total Return 15.2%, NASDAQ Total Return 18.5% (Inception to Date 12/31/2024 to 6/30/2026)
THRYVES’ Strategic Growth Model is a thematic basket of publicly traded ETFs expressing where we believe American capital will compound over the next twenty years. Each pillar below maps to a long-term structural trend we invest behind. The Allocations below reflect the current target model and may differ from any specific client account. This strategy will typically be included as a part of an overall asset allocation customized for each client.
Exposure to the computing infrastructure, software, data, and businesses advancing the adoption of artificial intelligence.
The Thryve Strategic Growth Model is a thematic portfolio of exchange-traded funds. It expresses our conviction in the areas where we believe American capital may compound over the next 20 years.
The model is designed as a targeted component within a diversified core and satellite portfolio. Allocations reflect the current target model, may change over time, and may differ from those held in an individual client account. When appropriate, the strategy is incorporated into an overall asset allocation customized for the client.
Exposure to the computing infrastructure, software, data, and businesses advancing the adoption of artificial intelligence.
Our investment philosophy is guided by three principles that shape how we allocate capital, select strategies, and evaluate long-term opportunities.
We invest with a view of the forces likely to shape economic growth over the next 10 to 20 years.
Every client’s financial picture is different. Thryve designs each portfolio to support both near-term needs and long-term objectives through strategic diversification and carefully selected exposure to the sectors and themes we believe are driving growth and innovation.
You do not engage Thryve simply to track an index. You receive a differentiated perspective on the future, informed by experienced judgment, disciplined research, and a clear view of the growth forces shaping an evolving global economy.
The Thryve Strategic Growth Model is a thematic portfolio of exchange-traded funds. It expresses our conviction in the areas where we believe American capital may compound over the next 20 years.
The model is designed as a targeted component within a diversified core and satellite portfolio. Allocations reflect the current target model, may change over time, and may differ from those held in an individual client account. When appropriate, the strategy is incorporated into an overall asset allocation customized for the client.
Inception through June 30, 2026.
Inception date: December 31, 2024.
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