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Exchange Traded Funds
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Our Exchange Traded Fund (ETF) portfolios provide exposure to a range of global capital market indexes, making them an ideal 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
Breen Financial (Tactical)
New Frontier Advisors (Strategic)
Avatar Associates (Tactical)		 Strategists utilize a broad universe of ETFs traded on major U.S. exchanges.

Custody & Trading Options
Genworth Financial Trust Company
Pershing Advisor Solutions
FISERV Investment Support Services
Schwab Instutional

Minimum Investment
$100,000