ETF Asset Allocation Series Portfolios

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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.

ETF Asset Allocation Series At A Glance
Suggested Minimum	$25000
Recommended Accounts	Taxable and Retirement
Holdings Type	Exchange Traded Funds
Number of Holdings	Over 20000 Stocks & Bonds
Rebalancing	Annually
Trading Frequency	Low
Average Expense Ratio	.23%

Allocation of Assets

Asset allocation is a critical factor in determining the long-term returns of your portfolio. Asset allocation also helps us determine the trade-off between risk and return for your particular needs.

Indexing: The long-term view on investing

Indexing is an investment strategy that attempts to track a specific market index as closely as possible after accounting for all expenses incurred to implement the strategy.

This objective differs substantially from that of traditional investment managers, whose objective is to outperform their targeted benchmark even after accounting for all expenses.

Innovative research from by Christopher B. Phillips, CFA, Francis M. Kinney, Jr., CFA, and Todd Schlanger of Vanguard published a whitepaper that demonstrates the average actively managed fund has underperformed various benchmarks.

You can view the full white paper HERE.

Our Portfolio Strategies

Our most straightforward portfolios include broadly diversified domestic and international equity and bond ETFs. In addition, each portfolio features remarkably low costs and the potential for fewer capital gains.

Choose from five allocation models that span the risk/reward spectrum. We offer both taxable and tax efficient models.

Asset Allocation Series Conservative 20% Stocks / 80% Bonds

Asset Allocation Series Income and Growth 40% Stocks / 60% Bonds

Asset Allocation Series Moderate Growth 60% Stocks / 40% Bonds

Asset Allocation Series Growth 80% Stocks / 20% Bonds

Asset Allocation Series Aggressive Growth 100% Stocks / 0% Bonds

Invest with Us

Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.

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