Step 1
Select Asset Universe and ETFs
As an independent fiduciary ETF manager, we choose the best-in-class ETFs, independent of fund family.
Each ETF is carefully analyzed for risk characteristics, liquidity, maturity, diversification, and cost.
Why ETFs?
We have used ETFs since they first became available because of their transparency, tax efficiency, and liquidity.
Our multi-asset class portfolios hold up to 30 ETFs.