Smart Portfolios: Professionally managed, advanced technology, low fees
This is the new era in investing. Proactively managed plans by experienced industry professionals with the use of advanced technology and fees that let your portfolio ‘breath’ over time and provide you steady income or growth. Probably the most diversified portfolio you ever had.
PROUD RECIPIENT OF `WORLD FINANCE` magazine AWARd for 2020
how your portfolio is put together
1. VNQ - Vanguard real Estate ETF
2. VNQI - Vanguard Global ex-U.S. Real Estate ETF
3. IYR - iShares U.S. Real Estate ETF
4. XHB - SPDR S&P Homebuilders ETF
5. RWX - SPDR Dow Jones International Real Estate ETF
1. SPTL - SPDR Portfolio Long Term Treasury ETF
2. IEF - iShares 7-10 Year Treasury Bond ETF
3. SHV - iShares Short Treasury Bond ETF
4. TIp - iShares TIPS ETF
5. PLW - Invesco 1-30 Laddered Treasury ETF
1. SPY - SPDR S&P 500 ETF Trust
2. IVV - iShares Core S&P 500 ETF
3. VTI - Vanguard Total Stock Market ETF
4. QQQ - Invesco QQQ Trust Series 1 ETF
5. VUG - Vanguard Growth ETF
1. BND - Vanguard Total Bond Market ETF
2. LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF
3. VCIT - Vanguard Intermediate-Term Corporate Bond ETF
4. BNDX - Vanguard Total International Bond ETF
5. JNK - SPDR Bloomberg Barclays High Yield Bond ETF
1. GLD - SPDR Gold Trust
2. IAU - iShares Gold Trust
3. SLV - iShares Silver Trust
4. MOO - VanEck Vectors Agribusiness ETF
5. DJP - iPath Bloomberg Commodity Index Total Return
1. ICSH - iShares Ultra Short Term Bond ETF
2. VGSH - Vanguard Short-term Treasury ETF
3. SCHO - Schwab Short-Term U.S. Treasury ETF
4. BIL - SPDR Bloomberg Barclays 1-3 Month T-Bil ETF
5. GBIL - Goldman Sachs Access Treasury 0-1 Year ETF
what do i get for my fee?
Access to the latest news and insights in our blogs and articles.
Support from our knowledgeable team when you need it by phone, live chat or email.
See how your Investment are performing at any time through our App or Web.
We choose simple, low cost funds and focus on a mix of Investments that target a consistent return over time. All the costs of buying and sellling Investments are included.
Our experienced investment team builds you a plan, then monitors the markets and regularly makes adjustments to what you’re invested in to keep your Investment goals on track.