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It’s easy to start - just sign up. Answer a few quick questions and we will then create a diversified, low-cost portfolio that will be personalized for your needs and in line with your risk tolerance. Choose to invest a lump sum or in small amounts periodically. Speak with our advisors whenever you like.
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Asset Allocation portfolios

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Why Asset Allocation?

There are many reasons to consider our Asset Allocation portfolios:

How we create an Asset Allocation portfolio
We create a low-cost, diversified portfolio customized for your needs and risk tolerance. Our portfolios allocate capital to an equity component, a bond component and an inflation-hedging component. Together these deliver good diversification, which in turn leads to risk reduction and return stability.