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