We manage multi-asset-class portfolio products on your behalf, two for retirement savings and a third for worldwide growth exposure.
These portfolio products invest directly into index tracking Exchange Traded Funds (ETFs). ETFs are a cost-effective, diversified, and tax-efficient investment vehicle that simplifies portfolio management, reduces risk, and offers flexibility, making them superior to holding individual stocks, bonds, or cash.
Exchange Traded Funds (ETFs) are a superior asset in actively managed portfolios because they combine diversification, cost-efficiency, and liquidity with the flexibility of stock-like trading. They allow managers to efficiently access broad or niche markets, implement tactical adjustments, and manage risks with tools like sector-specific or smart-beta ETFs. With lower expense ratios and tax efficiency (in favorable jurisdictions), ETFs help maximize returns while minimizing costs. Their transparency and ease of use enable precise portfolio construction and alignment with active strategies, making them ideal for scaling and overlaying alpha-generating or hedging strategies in diverse investment environments.
This provides you with an investment vehicle with a highly diversified exposure to domestic and international equity, fixed income, real estate, and money market asset classes. Our portfolios are actively managed using modern quantitative methods and machine learning to ensure high performance, low costs and low risks.