ETF Only

Our ETF-only models adhere to a values-based approach, emphasizing long-term growth and global diversification. Employing a strategic asset allocation methodology, we leverage multiple managers with low turnover. By exclusively utilizing ETFs, we ensure cost efficiency, and there are no strategist fees. These portfolios are widely accessible, making them particularly suitable for new investors, smaller accounts, and those who prioritize fee sensitivity.

 

0-100 Model

No Minimum

Investment Objective:
Capital Preservation

Investment Vehicle:
 ETFs

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40-60 Model

No Minimum

Investment Objective:
Income & Growth

Investment Vehicle:
 ETFs

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60-40 Model

No Minimum

Investment Objective:
Growth & Income

Investment Vehicle:
 ETFs

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80-20 Model

No Minimum

Investment Objective:
Growth

Investment Vehicle:
 ETFs

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100-0 Model

No Minimum

Investment Objective:
Capital Appreciation

Investment Vehicle:
 ETFs

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