ETF Portfolio

ETF Portfolio

Our STRATEGIC ETF Portfolios provide an anchor to help ensure that long-term objectives, risk tolerance, and time horizon are met, while staying true to set parameters and appropriate asset allocation models. It is driven by long-term return & risk expectations for various asset classes and provides investors with an appropriate risk/return profile.

Our TACTICAL ETF portfolios provide a proactive approach to both benefit from and defend against short-term market fluctuations. Some key drivers and indictators used to measure market opportunities are valuation, earnings momentum, sentiment, business cycle, fiscal & monetary policy, and market disruption. The goal is to find asset classes and sectors that are expected to outpreform in the near term or underpreform overweighting or underweighting those components to help enhance performance over time. This is done in a disciplined manner with consideration of the benefits, risk and cost.