Investment Strategy
Overview
U.S. Core ETF Portfolios are designed for dollar-denominated investors seeking a well-diversified asset allocation portfolio for meeting domestic investment objectives. The portfolios seek to optimally invest in U.S. economic growth on a risk-adjusted basis.
The portfolios invest in a variety of ETFs focused on the U.S. stock and bond market, with enhanced diversification and return opportunities through gold, USD-denominated emerging market debt, and USD-hedged EAFE equities.
U.S. Core ETF 20/80 Portfolio
Designed for investors focusing on capital preservation with modest growth expectations.
U.S. Core ETF 40/60 Portfolio
Designed for investors seeking moderate growth and capital preservation.
U.S. Core ETF 60/40 Portfolio
Designed for investors seeking long-term growth balanced with capital preservation.
U.S. Core ETF 75/25 Portfolio
Designed for investors pursuing long-term capital growth with a secondary focus on capital preservation.
U.S. Core ETF 90/10 Portfolio
Designed for investors focusing on long-term capital growth.
U.S. Core ETF 100/0 Portfolio
Designed for investors seeking to capture the growth of equity markets over the long term.
Financial instruments discussed here may not be suitable for all investors. Before investing in any investment portfolio, the Client and Financial Advisor should carefully consider the client’s investment objectives, time horizon, risk tolerance, and fees. The Financial Advisor assumes full responsibility for determining the suitability and fitness of each portfolio for their clients. Diversification may not protect against market risk. There are risks involved in investing, including possible loss of principal. Past performance does not guarantee future results.
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