For the Worldly Investor

We're about getting people precisely what they need, and for cost-conscious investors, some are looking for an alternative to mutual funds.

Working directly with one of the largest ETF providers in the world, we built a back-tested portfolio that allows clients to participate in global markets without incurring excessive costs.

Our ETF model is designed for global investing and presents a number of distinct benefits:

  • Greater diversification on a worldwide scale

  • Low fees for more cost-efficient investing

  • Systematic process that allows for more passive involvement