YieldSmart Advantage
Income-Driven Model Portfolios for Advisors
What are Amplify Model Portfolios?
Amplify Model Portfolios are ETF-based strategies designed to deliver consistent income and diversification for your clients. Built around our proprietary YieldSmart ETFs, these models provide you with transparent, cost-efficient solutions backed by disciplined oversight.
Targeted Income Ranges
Income Objectives Across the Spectrum
Explore model portfolios organized around targeted annual income ranges, so you can align portfolios with client goals.
6–8%
Core Income
8–10%
Enhanced Income
10–12%
High Income
12%+
Highest Income
Target income ranges are objectives and may not be achieved. Distributions are not guaranteed.
Why Advisors Are Turning to Model Portfolios
Streamline Portfolio Management
Reduce the time spent on research, trading, and rebalancing. Advisors can focus on building stronger client relationships and delivering personalized advice rather than managing day-to-day portfolio mechanics.
Enhance Scalability and Efficiency
Model portfolios allow advisors to implement consistent strategies across multiple accounts quickly. This scalability helps firms grow without sacrificing quality.
Access ETF Benefits
ETFs provide complete holdings transparency, daily liquidity, and tax efficiency—advantages over traditional mutual funds. Advisors gain access to diversified exposures at lower costs with greater flexibility, supporting informed portfolio construction.
Meet Growing Demand for Income-Focused Solutions
With clients increasingly seeking predictable cash flow in uncertain markets, income-oriented models provide a clear value proposition. Amplify’s targeted income ranges (6–8%, 8–10%, 10–12%, 12%+) make it easy for advisors to align portfolios with client goals.
Key Benefits of Amplify ETFs YieldSmart Model Portfolios
YieldSmart ETF Core
Built around our proprietary YieldSmart ETFs, these strategies harness covered call premiums and dividend income to seek attractive, tax-efficient monthly income and long-term capital appreciation—advantages many competitors struggle to match.
Targeted Income Ranges
Amplify provides clear, outcome‑driven objectives—across both total return and specific income targets (6–8%, 8–10%, 10–12%, 12%+)—empowering advisors to align portfolios with client goals, unlike competitor models that focus primarily on total return without defined income objectives.
Cost Efficiency & Transparency
Our ETF-only construction avoids the layered strategist fees and complexity often associated with SMAs or hybrid models, making it easier to manage costs, maintain visibility, and implement strategies efficiently.
Diversification with Discipline
Each model is constructed under the oversight of our Model Investment Committee, blending equities, fixed income, and commodities/digital assets within a risk-managed framework. Every model is governed by a documented Investment Policy Statement (IPS), providing clarity and confidence for advisors and clients alike.
YieldSmart ETF Advantage
Amplify’s proprietary YieldSmart ETFs go beyond traditional dividend strategies by combining covered call premiums and dividend income, seeking to deliver a more predictable and tax-efficient cash flow that advisors can confidently present to clients.
Take the Next Step
Ready to Elevate Your Practice?
Amplify Model Portfolios are designed to help advisors deliver differentiated, income-focused solutions with confidence and ease. By leveraging our YieldSmart ETF strategies, you can streamline portfolio management, enhance scalability, and meet the evolving needs of your clients—all while maintaining cost efficiency and transparency.