Exchange Traded Fund (ETF) Portfolio


Our Equity ETF portfolio provides diversification across large cap, mid cap, small cap, developed international, and emerging markets.  We tactically change allocations to these areas based on valuations, growth potential, and risk management.  Furthermore, we add additional ETFs to the portfolio to gain exposure to specific investment themes or geographies.

If the bond allocation of a balanced ETF portfolio is a size which does not warrant individual bonds, we complement the ETF equity allocation with bond ETFs.


Investment Management