For clients who wish to develop a more comprehensive asset allocation alongside their bond portfolio, we offer a core portfolio of exchange-traded index funds. This portfolio currently holds six low cost exchange traded funds, and gives exposure to most of the world’s equity markets, but with tilts toward those regions where we believe economic growth is likely to be fastest.

We are happy to analyze clients’ overall asset allocation and financial goals, and recommend an appropriate amount of equity exposure.

Advisory fee: 0.36% (36 basis points) annually.

For additional information on our fees and the operation of our firm, please refer to our Form ADV Part II, which can be found under the “Privacy Policy & Disclosures” link below.