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Integrity, Ethics, Accountability |
Buy and Hold Strategy |
For those seeking a conventional "buy and hold" strategy versus our more active strategy, we offer a very low cost, passive strategy utilizing low cost ETF's or no-load mutual funds. |
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Low Cost: We utilize low cost, ETF's (exchange traded funds) or no load funds and our asset management fees are discounted for our buy and hold strategy. For example, a $100,000 ETF portfolio would have the following expenses: 0.14% - Average ETF expense 0.75% - Discounted asset management fee 0.89% Total expense** (Ticket charges may apply) Diversification: We help you determine your risk tolerance in order to build a globally diversified portfolio among the major asset classes including U.S. Bonds, U.S. Stocks, International Stocks and Alternative assets. Passive Strategy: Our buy and hold strategy is invested into passsive index ETF's or mutual funds. Actively managed funds are not utilized. Annual Rebalancing: Our buy and hold portfolios are monitored and rebalanced on an annual basis to keep your portfolio risk in check. Reporting: In additon to the monthly statements from your custodian, qualifying accounts will receive our Quarterly Portfolio Reviews to monitor their portfolios. |