A Suite of Five Core ETF Portfolios

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  • Conservative

  • Moderately Conservative

  • Moderate

  • Moderately Aggressive

  • Aggressive

Strategy

Since asset allocation is a key driver of investment returns, we score each asset class based on macro-economic fundamentals, and we adjust the allocation in each portfolio. We don’t just warehouse assets. We utilize a core and satellite approach, allowing us to augment allocations within asset class to exploit opportunity or reduce risk.

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