Managed Allocation Portfolio (MAP)

Today, investors with smaller portfolios face a double burden — the time-consuming responsibility of investment planning and decision making, and the performance-robbing high trading costs of managing and diversifying their portfolios. Our Managed Allocation Portfolio (MAP) provides a better alternative.

MAP offers individualized, proactive asset allocation in a diversified, liquid and cost-effective manner by utilizing Exchange Traded Funds (ETFs). These innovative index funds are listed on various exchanges and traded like stocks. They provide diversification with lower costs, greater flexibility and generally lower capital gains distributions than mutual funds.

MAP’s use of ETFs significantly reduces trading activity and its associated costs for smaller portfolios. At the same time, they allow us to shift assets between stocks, bonds and cash in anticipation of macro-economic trends rather than in response to them. Depending upon economic and market conditions, client funds may also be invested in non-traditional assets such as various foreign equity markets and commodities.

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