ETF Portfolios
Each uniquely allocated to a specific investor profile to meet desired objectives and risk tolerance.
IMPACT Portfolios share a foundation of the following Three P’s:
Theories change, principles don’t.
Protection Oriented
Target the best, plan for the worst.
Probabilities Focused
Consistent, evidence-backed, action.
Blend Risk Tolerance and Risk Capacity
Select from six portfolio templates for your client’s core asset allocation
PRESERVE
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CONSERVATIVE
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INCOME
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MODERATE
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GROWTH
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AGGRESSIVE GROWTH
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Our Proactive Approach
Traditional diversification is not enough, a smoother path demands a proactive approach
The optimal portfolio blends return, risk, and conviction in a way that accomplishes one overarching objective – to improve investor outcomes.
We seek sufficient return while being conscious and prepared for the ever present risk that cannot be stripped from those returns. Our focus is on low cost, high quality exposure to needed asset classes with downside protection built in. All models include 3 forms of risk management:
Diversification – The only “free lunch” in town
Dynamically adjusts exposure based on trend, for protection in prolonged market downturns.
Tail Hedge- protection from extreme events in expensive markets
A Solution to Maximize Impact
It is not the exercise of investing that is important, but rather its potential impact on the things that investors value – life circumstance of the individual investor, their family, other loved ones, and potentially generations to follow.
”“ Today’s actions are creating your client’s future. “