Let's be honest, most of the solutions presented by our industry are a disservice to you. They are designed to keep you chasing the dream of market beating returns. Or in the dark about the fees they charge. We'd like to refocus your efforts.
Simple. Transparent. Less Fees. How Refreshing.
Our Balanced portfolio is generally considered a moderate mix for those seeking a moderately balanced approach toward growth. It is designed for those with a 10-20 year timeline for their expectations. Our Balanced portfolio uses the classic 60% growth assets / 40% capital preservation weighting. The 60/40 weighting is often considered an appropriate benchmark of comparison for many of the world’s largest pension funds.
Strategy Description:AlphaBeta uses a trend-following technique to manage risk. This risk management approach has been backtested to the 1900s for its effectiveness. And the technique has been field-tested by traders for decades. AlphaBeta is designed to create a disciplined, systematic buy/sell approach toward managing risk in your portfolio. The AlphaBeta approach is not designed to beat the market, its sole function is to actively manage the downside risk of any portfolio allocation.
Holdings:Up to nine asset classes. This portfolio has the ability to go to 100% cash.
Portfolio Rebalancing:The buy/sell snapshot is taken once a month, reinforcing a low-turnover approach.
Fees:Starting at 1% or just $20 a month to subscribe.
Moderate mix for those seeking a moderately balanced approach toward growth. It is designed for those with a 10-20 year timeline for their expectations. Our Balanced portfolio uses the classic 60% growth assets / 40% capital preservation weighting.
Strategy Description:Just as it sounds, we buy & hold. We maintain your chosen allocation by systematically rebalancing quarterly. Disciplined & with the help of an adviser.
Using our low-cost approach to manage your Buy&Hold portfolio systematically saves you time, money & effort.
Number of Holdings:9
Fees:Starting at .50% or just $20 a month to subscribe.
