We believe that investors increase their chance of success when they select and stick with asset allocations—or mixes of stock, bond, and money market funds—that reflect their goals, tolerance for risk, and time horizons; diversify broadly within each asset class; and manage the costs of investing.
We offer our ETF strategic model portfolios in a range of stock/bond allocations from companies such as:
The models we use from these providers have asset allocations that range from 0%- 100% stocks. and we help to match our client’s risk tolerance and goals to the proper allocation. Employing an index approach also helps to keep costs low relative to the average actively managed investment strategy.
Investment advice offered through M3 Advisory Group, doing business as M3 Family Office, LLC, a registered investment advisor.