675 North Barker Road
FWA offers are a variety of Management styles to help you better align your money with your goals. All these portfolios offer the potential for Growth as well as current income. These portfolios also come in a variety of risk levels ranging from Conservative too Aggressive for different risk appetites.
ETF Core – Primarily focus on low cost ETFs This style tends to move more in tandem with widely publicized U.S. market indexes. Conservative > Ultra Agg
US Core – Primary focus on U.S. equity and bond markets. This style tends to move more in tandem with widely publicized U.S. market indexes. Conservative > Ultra Agg
Global Core – Primary focus on broad geographical diversification across U.S. and international equity and bond markets. This style is less correlated to U.S. markets. Conservative > Ultra Agg
Global Opportunities – Active, multi-strategy approach to investing across global markets, income-generating assets, and alternative strategies. The portfolios are managed with a focus on fundamentals and valuations, often reducing risk when valuations appear extended and adding risk when valuations appear more attractive. Conservative > Aggressive
Total Return - Strategic, diversified, long-term asset allocation portfolios primarily allocated across equity and fixed income securities in mutual fund or ETF structures. Portfolios will generally remain fully invested, with minimal cash balances. The Total Return portfolios may be suitable for investors seeking diversified exposure across geography, market cap and investment styles. Conservative > Aggressive
Flex Trend - tactically managed based on the persistence of U.S. equity and credit market price trends, rather than fundamentals. In a persistently positive market uptrend, the Flex Trend portfolios can increase risk exposure to attempt to participate in a bull market environment. In a persistently negative market downtrend, the Flex Trend portfolios can significantly reduce risk exposure to attempt to preserve value in a bear market environment. Conservative > Aggressive