‘Demand Legacy’ (Inheritance) Portfolio

A portfolio that transitions with you

Have you asked yourself the question, “What should I do with my inheritance?” We’ll help you make smart money decisions as you process the loss of a loved one.

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One Stress-Free Portfolio

_{Investing inheritance wealth responsibly is important for your long-term financial health. We’ll walk you through every step of the inheritance process and ensure that you make good decisions for your financial future. We’ll help you figure out which stage is best for you and automatically update it as you move through the inheritance process.}

STAGE 1: THE LEGACY STAGE 0% Stocks, 100% Bonds

Designed for those who just received an inheritance, this low-risk model allows you to set your money aside and focus on family affairs.

STAGE 2: THE PATIENCE STAGE 10% Stocks, 90% Bonds

Designed for those who have received their inheritance within the last several months, this model provides slightly more market exposure as you begin to think about next steps.

STAGE 3: THE HORIZON STAGE 30% Stocks, 70% Bonds

Designed for those who have received an inheritance within the last year, this model provides even more market exposure. After six months in this portfolio, an advisor will contact you to help you think through how to position your portfolio to match your future goals.

…With Uncompromised Features

You may have questions: “What is an inherited IRA?”, “What is inheritance tax?”, Our team is here to provide you with investment answers. Whether it’s investing inheritance for retirement, generating an extra source of income, or to make that big dream purchase we’ll help you maximize the benefits of your newly acquired wealth.

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH¹

Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.

TAX-LOSS HARVESTING

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.

SMART REBALANCING

Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

Your Inheritance Portfolio

Portfolio allocation based on stage in inheritance process.

Large US Stocks

Total World Stocks

Intermediate Gov. Bonds

Mortgage-Backed Bonds

Inflation-Protected Bonds

Short Term Corporate Bonds

Intermediate Core Bonds

Enhanced US Bonds

US Ultrashort Bonds

US Real Estate

Global Real Estate

The Demand Wealth Divorce Portfolio does not contain aggressive portfolios. For more Divorce investment options, please contact one of our financial professionals.

Emerging Markets Bonds

Ultrashort Bonds

Intermediate Government Bonds

Enhanced Aggregate Bonds

Inflation-Protected Bonds

Once you have reached the target date, a Demand Wealth advisor will reach out to you for a longer term portfolio.

*Portfolio allocation based on risk tolerance and is subject to change. Due to the nature of our Inheritance portfolios, there are no Aggressive options. If you would like to discuss additional investment options, please contact one of our financial professionals.

Important Content

Read our full whitepaper and check out our Inheritance blog articles below

A Guide to Your Inheritance

Jordan Feinstein

Before you begin to invest or spend an inheritance, it’s essential to know what type...

Understanding Inheritance: Trust The Process

Jordan Feinstein

Inheriting money from a family member can be a blessing or a burden. How tempting...

‘Demand Inheritance’ Portfolio Stages

Brandon Mink, Founder of Demand Wealth

The Legacy Stage (0-6 months): 100% Bonds- The Legacy Stage is a low-risk model...

Do I Need a Trust? Trust Me, Your Parents Don’t…

William Kirk

Top Reasons People Tell You to Get a Trust 1. To avoid probate. Oh no…...

What Happens to My IRA When I Die? – What Parents Should Know

William Kirk

When a parent dies there are many things to manage, and taking care of the...

Why Demand Wealth?

Uncover important inheritance tax considerations.Understand the special restrictions or requirements involved with some inherited assets.Discover the role of an executor and the various responsibilities, including managing the affairs and settling the estate.Learn about your choices for inherited IRA’s.Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.

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The Demand Wealth Difference

See how your money could grow with us.

Initial deposit

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Risk level

Demand Wealth

Classic Financial Advisors

Demand Wealth Difference

Details

TodayYear 30

This graph shows the effect of fees on returns. Demand Wealth has a 0.5% management fee with an average portfolio expense ratio of .13%, while classic advisory firms have an average management fee of 1.02% and average expense ratio of .44%. All projected returns are estimated and based on the last 30 years of historical data: 8% for equity, 6.54% for long-term debt, and 2.96% for short-term debt. Actual returns may be different. The Agressive portfolio is 100% equity, the Moderate portfolio is 50% equity and 50% long-term debt, and the conservative portfolio is 50% long-term debt and 50% short-term debt. Returns for each allocation were calculated net of fees and expenses for both Demand Wealth and Classic Financial Advisory Firms.

Demand Comfort

What is an inherited IRA? What records do I need to gather and review? What are the legal and tax issues associated with settling an estate? Will my inheritance go through probate? Will I pay taxes on my inheritance? Are there any special restrictions or requirements after I receive inherited assets?Ask a Specialist…

Open an Inheritance Portfolio today

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Click here to email inheritance@demandwealth.com

1. Our core investment strategy is based on the Nobel Prize-Winning Portfolio Theory.

‘Demand Legacy’ (Inheritance) Portfolio

A portfolio that transitions with you

Have you asked yourself the question, “What should I do with my inheritance?” We’ll help you make smart money decisions as you process the loss of a loved one.

One Stress-Free Portfolio

STAGE 1: THE LEGACY STAGE 0% Stocks, 100% Bonds

STAGE 2: THE PATIENCE STAGE 10% Stocks, 90% Bonds

STAGE 3: THE HORIZON STAGE 30% Stocks, 70% Bonds

…With Uncompromised Features

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH¹

TAX-LOSS HARVESTING

SMART REBALANCING

Important Content

Why Demand Wealth?

Demand Comfort

Open an Inheritance Portfolio today

Ask a Specialist

Menu

Legal

Resources

Learn More

Demand Wealth

‘Demand Legacy’ (Inheritance) Portfolio

A portfolio that transitions with you

Have you asked yourself the question, “What should I do with my inheritance?” We’ll help you make smart money decisions as you process the loss of a loved one.

One Stress-Free Portfolio

STAGE 1: THE LEGACY STAGE 0% Stocks, 100% Bonds

STAGE 2: THE PATIENCE STAGE 10% Stocks, 90% Bonds

STAGE 3: THE HORIZON STAGE 30% Stocks, 70% Bonds

…With Uncompromised Features

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1

TAX-LOSS HARVESTING

SMART REBALANCING

Important Content

A Guide to Your Inheritance

Understanding Inheritance: Trust The Process

‘Demand Inheritance’ Portfolio Stages

Do I Need a Trust? Trust Me, Your Parents Don’t…

What Happens to My IRA When I Die? – What Parents Should Know

Why Demand Wealth?

Demand Comfort

Open an Inheritance Portfolio today

Ask a Specialist

Menu

Legal

Resources

Learn More

Demand Wealth

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH¹