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
- $5,000 minimum
- Investment Objective: Capital Preservation
- Investment Vehicle: ETFs
20-80 Model
- $5,000 minimum
- Investment Objective: Capital Preservation
- Investment Vehicle: ETFs
40-60 Model
- $5,000 minimum
- Investment Objective: Income & Growth
- Investment Vehicle: ETFs
60-40 Model
- $5,000 minimum
- Investment Objective: Growth & Income
- Investment Vehicle: ETFs
80-20 Model
- $5,000 minimum
- Investment Objective: Growth
- Investment Vehicle: ETFs
100-0 Model
- $5,000 minimum
- Investment Objective: Capital Appreciation
- Investment Vehicle: ETFs