675 North Barker Road,
STYLE SUMMARYFor those seeking a professionally allocated lower cost portfolio, consider the ETF Core portfolio. The portfolio consists of a broad mix of equity and fixed income exposure through lower cost ETF investments. The ETF Core portfolio can be allocated into a wide range of risk categories to be suitable for Ultra Aggressive to Conservative investors alike.
ObjectivesETF 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.
Portfolios Available:⦁ Ultra-Aggressive⦁ Aggressive⦁ Moderately Aggressive*⦁ Moderate*⦁ Moderately Conservative*⦁ Conservative*
* Tax Sensitive portfolios available: Tax Sensitive portfolios focus on municipal bond exposure for their bond allocation.
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