WHAT ARE Etf's?
An exchange-traded fund is a security that tracks an index, a commodity, or a basket of assets just like an index fund, but trades like a stock on an exchange. We use both stock and bond ETFs in our portfolios because of the liquidity, diversification, and low management fees they offer.
how we invest
When you invest with us, you are diversified in global asset classes while still balancing the risk within each asset class. This strategy is based on Efficient Market Theory and Modern Portfolio Theory by Nobel Prize winner Harry Markowitz. The basic pillars of the theory are the relationship of risk and return, portfolio diversification, and the efficient frontier. In other words, we will guide your investments to a targeted rate of return and risk designed just for you.