Objectives
ETF Core Allocation Portfolios are managed on the beliefs that lower costs combined with asset allocation are the primary drivers of performance over the long term. The primary focus is on providing lower cost broad exposure to US and International equity and bond markets.
Market Exposure: Exposure to risk assets and conservative assets remains relatively static over time.
Considerations: Core allocation portfolios may have the highest sensitivity to market swings, without additional tactical/active management to support challenging markets.