Our portfolios combine disciplined asset allocation, objective research, and proactive management for an insightful approach to ETF investing.
The low-cost portfolios in this series offer specific risk and return profiles to meet investors’ needs throughout the stages of life, from capital preservation and income to capital appreciation and growth.
Each is built using index funds and is benchmarked against a targeted strategic asset allocation that represents the efficient portfolio over a long time period. An asset class review process guides decisions as to which asset classes to over- or underweight in pursuit of market opportunities.
Index investing can offer several significant benefits, including diversification, low costs, competitive performance, simplicity, and the potential for tax-efficiency.