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:

Principles Guided

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

Building on your preferences among core providers such as iShares, SPDR, and Vanguard, we design multi-strategy portfolios to help your clients pursue their best outcomes at the lowest possible cost.

PRESERVE

CONSERVATIVE

INCOME

MODERATE

GROWTH

AGGRESSIVE GROWTH

Better Client Outcomes

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.

 Our focus is on low cost, high quality exposure to needed asset classes with downside protection built in. All models include 3 layers of risk management:

  • Diversification – the only “free lunch” in town
  • Trend Following – protection in prolonged market downturns
  • Tail Hedge- protection from extreme events in expensive markets

Return

Find sufficient return
at the asset class level

Risk

Understand risk associated with calculated returns

Conviction

Understand, communicate and minimize behavioral risk

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. “

SIMPLE BEATS COMPLEX | CONTROL THE CONTROLLABLES

Could Your Business Benefit From An Expanded Investment Team?