Don’t know which Folio is right for you? Take our Investor Questionnaire.
Leverage the benefits of diversification and asset allocation through broad market exposure using ETFs.
Bonds can provide a hedge against equity market downturns and generate a consistent income stream. Bond Folios consist of ETFs.
Folios based on fundamental company analysis and weighting, using ratios such as dividends, sales, cash flow, book value and other factors.
Different parts of the world experience different economic cycles which can provide investors with diversification benefits. Geographic Folios provide exposure to developed and emerging non-US markets with ETFs and ADRs.
Investing based on equity styles such as value, growth, blend, or market capitalization may be attractive to many investors building a diversified portfolio.
Folios of stocks constructed to follow major US Market Indices such as the S&P 500, the NASDAQ 100, and the Dow Jones Industrial Average.
Invest in a specific sector or industry to increase diversification or to take a more concentrated position in anticipation of industry growth.
Analyst Upgrades, Defensive, Low Volatility, and other Folios are available to help you.
Target Date Folios can provide investors with an easy solution to diversified retirement investing. Simply choose your expected retirement date and risk tolerance.