a portfolio for you
Asset Allocation portfolios
Below is the performance of three representative Asset Allocation portfolios (Conservative, Moderate and Aggressive). All performance information is of the Portfolio Manager account, net of the current management fee.
Client account performance could differ. A client invested when a higher management fee applied experienced lower returns than displayed here.
This information was calculated up to May 26, 2022.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are provided for illustrative purposes only.
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Why Asset Allocation?
There are many reasons to consider our Asset Allocation portfolios:
Low management fees
An asset-based management fee of 0.12% with no trading commissions, entry or exit fees. Note that fees will be charged by the issuers for the ETFs that make up these portfolios.
Diversified
Assets are combined to work better under all economic conditions.
Well allocated
Wider and granular range of asset classes for better diversification. Use of fractional shares of ETFs to ensure a low $100 minimum investment.
Rebalanced for you
Auto rebalancing every quarter to stay on track.
Transparent
Ability to see positions and trades online at any time.