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
Capital Preservation
Investment Vehicle:
ETFs
ETFs
40-60 Model
No Minimum
Investment Objective:
Income & Growth
Income & Growth
Investment Vehicle:
ETFs
ETFs
60-40 Model
No Minimum
Investment Objective:
Growth & Income
Growth & Income
Investment Vehicle:
ETFs
ETFs
80-20 Model
No Minimum
Investment Objective:
Growth
Growth
Investment Vehicle:
ETFs
ETFs
100-0 Model
No Minimum
Investment Objective:
Capital Appreciation
Capital Appreciation
Investment Vehicle:
ETFs
ETFs