Passively Managed Portfolios

Based on Modern Portfolio Theory, we have constructed four different ETF portfolios to fit your risk profile – Aggressive Growth, Growth, Growth & Income and Income. We will conduct quarterly review and rebalancing of portfolios to be consistent with your risk profile. Quarterly reviews will be conducted the two weeks following the end of the quarter. Rebalancing, if need be, will be conducted soon after. We will not be reviewing your portfolio or making changes to your investment positions during the quarter. Changes to portfolio during the quarter will be permitted but has to initiated by the client. We require a minimum investment of $50,000 and there is a one time $500 set up fee.