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ETF Portfolios
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Our Exchange Traded Fund (ETF) portfolios provide exposure to a range of global capital market indexes, making them an appropriate vehicle for constructing asset allocation portfolios.

Our ETF Portfolio Strategists carefully research the broad universe of ETFs to select those that represent the best fit for their asset allocation strategies. The result is a well-diversified portfolio of assets, managed and monitored by an investment team assembled to bring great capability to the investment process.

 

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EXCHANGE TRADED FUND (ETF) PORTFOLIOS

Portfolio Strategists Investment Managers
Avatar (Tactical Constrained, Absolute Return)
New Frontier (Strategic)
State Street Global Advisors (Tactical Constrained)
Stadion Money Management (Tactical Unconstrained)		 Strategists utilize a broad universe of ETFs traded on major U.S. exchanges.

Custody & Trading Options
Fidelity Registered Investment Advisor Group
Genworth Financial Trust Company
Pershing Advisor Solutions
TD AMERITRADE Institutional
Schwab Institutional

Minimum Investment
$100,000